Whittier Trust’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
2,496
+309
| +14% | +$12.6K | ﹤0.01% | 789 |
|
|
2025
Q1 | $98.8K | Hold |
2,187
| – | – | ﹤0.01% | 786 |
|
|
2024
Q4 | $94.9K | Hold |
2,187
| – | – | ﹤0.01% | 808 |
|
|
2024
Q3 | $99.2K | Hold |
2,187
| – | – | ﹤0.01% | 794 |
|
|
2024
Q2 | $90K | Hold |
2,187
| – | – | ﹤0.01% | 798 |
|
|
2024
Q1 | $81.8K | Hold |
2,187
| – | – | ﹤0.01% | 829 |
|
|
2023
Q4 | $83.7K | Hold |
2,187
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $78K | Hold |
2,187
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $93.9K | Sell |
2,187
-977
| -31% | -$42K | ﹤0.01% | 792 |
|
|
2023
Q1 | $130K | Hold |
3,164
| – | – | ﹤0.01% | 748 |
|
|
2022
Q4 | $123K | Hold |
3,164
| – | – | ﹤0.01% | 762 |
|
|
2022
Q3 | $132K | Hold |
3,164
| – | – | ﹤0.01% | 735 |
|
|
2022
Q2 | $146K | Hold |
3,164
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $181K | Hold |
3,164
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $190K | Hold |
3,164
| – | – | ﹤0.01% | 686 |
|
|
2021
Q3 | $168K | Buy |
3,164
+160
| +5% | +$8.5K | ﹤0.01% | 674 |
|
|
2021
Q2 | $147K | Buy |
3,004
+160
| +6% | +$7.83K | ﹤0.01% | 714 |
|
|
2021
Q1 | $125K | Hold |
2,844
| – | – | ﹤0.01% | 732 |
|
|
2020
Q4 | $109K | Buy |
2,844
+820
| +41% | +$31.4K | ﹤0.01% | 692 |
|
|
2020
Q3 | $66K | Hold |
2,024
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $76K | Buy |
+2,024
| New | +$76K | ﹤0.01% | 724 |
|
|
2015
Q4 | – | Sell |
-907
| Closed | -$31K | – | 1234 |
|
|
2015
Q3 | $31K | Hold |
907
| – | – | ﹤0.01% | 791 |
|
|
2015
Q2 | $29K | Hold |
907
| – | – | ﹤0.01% | 841 |
|
|
2015
Q1 | $31K | Hold |
907
| – | – | ﹤0.01% | 803 |
|
|
2014
Q4 | $28K | Hold |
907
| – | – | ﹤0.01% | 738 |
|
|
2014
Q3 | $25K | Hold |
907
| – | – | ﹤0.01% | 750 |
|
|
2014
Q2 | $26K | Hold |
907
| – | – | ﹤0.01% | 743 |
|
|
2014
Q1 | $23K | Hold |
907
| – | – | ﹤0.01% | 780 |
|
|
2013
Q4 | $21K | Sell |
907
-4,064
| -82% | -$94.1K | ﹤0.01% | 799 |
|
|
2013
Q3 | $118K | Hold |
4,971
| – | – | 0.01% | 516 |
|
|
2013
Q2 | $127K | Buy |
+4,971
| New | +$127K | 0.01% | 494 |
|