WESCAP Management Group’s UDR UDR Stock Holding History

WESCAP Management Group’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,552	Closed	-$207K	–	83
2020 Q2	$207K	Hold	5,552	–	–	0.07%	81
2020 Q1	$202K	Hold	5,552	–	–	0.08%	82
2019 Q4	$259K	Sell	5,552 -1,257	-18%	-$60.4K	0.1%	71
2019 Q3	$330K	Sell	6,809 -3,890	-36%	-$183K	0.14%	64
2019 Q2	$480K	Hold	10,699	–	–	0.2%	60
2019 Q1	$486K	Hold	10,699	–	–	0.21%	60
2018 Q4	$423K	Sell	10,699 -250	-2%	-$10.1K	0.2%	63
2018 Q3	$442K	Hold	10,949	–	–	0.22%	55
2018 Q2	$411K	Hold	10,949	–	–	0.2%	58
2018 Q1	$390K	Hold	10,949	–	–	0.16%	66
2017 Q4	$421K	Hold	10,949	–	–	0.17%	64
2017 Q3	$416K	Buy	10,949 +3,890	+55%	+$151K	0.19%	56
2017 Q2	$275K	Hold	7,059	–	–	0.13%	61
2017 Q1	$256K	Hold	7,059	–	–	0.12%	56
2016 Q4	$258K	Hold	7,059	–	–	0.13%	54
2016 Q3	$254K	Hold	7,059	–	–	0.13%	54
2016 Q2	$261K	Sell	7,059 -3,890	-36%	-$139K	0.13%	56
2016 Q1	$422K	Buy	+10,949	New	+$392K	0.21%	48

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WESCAP Management Group's UDR Position: Q3 2020 in Review

WESCAP Management Group sold out of UDR (UDR) in Q3 2020, closing a stake of 5,552 shares — an estimated $207K sold.

WESCAP Management Group first reported a position in UDR in Q1 2016 and held it in 18 quarters. The position peaked at $486K in Q1 2019. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

WESCAP Management Group reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
WESCAP Management Group sold 5,552 UDR shares in Q3 2020, an estimated $207K.
WESCAP Management Group first reported a position in UDR in Q1 2016 and held it in 18 quarters.
WESCAP Management Group's UDR position peaked at $486K in Q1 2019.
401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on WESCAP Management Group's 13F filing for Q3 2020, filed 12 Nov 2020.