WhitTier Trust Company’s UDR UDR Stock Holding History

WhitTier Trust Company’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
2023 Q2	–	Sell	-1,335	Closed	-$54.8K	–	1190
2023 Q1	$54.8K	Hold	1,335	–	–	﹤0.01%	648
2022 Q4	$51.7K	Hold	1,335	–	–	﹤0.01%	665
2022 Q3	$56K	Hold	1,335	–	–	﹤0.01%	647
2022 Q2	$61K	Hold	1,335	–	–	﹤0.01%	642
2022 Q1	$77K	Hold	1,335	–	–	﹤0.01%	608
2021 Q4	$80K	Hold	1,335	–	–	﹤0.01%	602
2021 Q3	$71K	Hold	1,335	–	–	﹤0.01%	617
2021 Q2	$65K	Hold	1,335	–	–	﹤0.01%	617
2021 Q1	$59K	Hold	1,335	–	–	﹤0.01%	613
2020 Q4	$51K	Hold	1,335	–	–	﹤0.01%	618
2020 Q3	$44K	Hold	1,335	–	–	﹤0.01%	628
2020 Q2	$50K	Buy	+1,335	New	+$49.8K	﹤0.01%	580

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WhitTier Trust Company's UDR Position: Q2 2023 in Review

WhitTier Trust Company sold out of UDR (UDR) in Q2 2023, closing a stake of 1,335 shares — an estimated $54.8K sold.

WhitTier Trust Company first reported a position in UDR in Q2 2020 and held it in 12 quarters. The position peaked at $80K in Q4 2021. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

WhitTier Trust Company reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
WhitTier Trust Company sold 1,335 UDR shares in Q2 2023, an estimated $54.8K.
WhitTier Trust Company first reported a position in UDR in Q2 2020 and held it in 12 quarters.
WhitTier Trust Company's UDR position peaked at $80K in Q4 2021.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on WhitTier Trust Company's 13F filing for Q2 2023, filed 24 Jul 2023.