Wilbanks Smith & Thomas Asset Management’s UDR UDR Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2022 Q4	–	Sell	-4,839	Closed	-$202K	–	519
2022 Q3	$202K	Buy	+4,839	New	+$222K	0.01%	448
2022 Q2	–	Sell	-4,479	Closed	-$232K	–	517
2022 Q1	$232K	Buy	4,479 +1,098	+32%	+$62.3K	0.01%	452
2021 Q4	$203K	Buy	+3,381	New	+$190K	0.01%	492
2021 Q3	–	Sell	-4,510	Closed	-$221K	–	528
2021 Q2	$221K	Buy	+4,510	New	+$212K	0.01%	459
2020 Q1	–	Sell	-4,431	Closed	-$207K	–	439
2019 Q4	$207K	Sell	4,431 -2	-0%	-$96	0.01%	390
2019 Q3	$215K	Sell	4,433 -106	-2%	-$4.99K	0.01%	389
2019 Q2	$204K	Hold	4,539	–	–	0.01%	395
2019 Q1	$206K	Buy	+4,539	New	+$197K	0.01%	390
2018 Q4	–	Sell	-4,639	Closed	-$188K	–	1249
2018 Q3	$188K	Sell	4,639 -3,060	-40%	-$119K	0.01%	405
2018 Q2	$289K	Buy	7,699 +170	+2%	+$6.15K	0.02%	267
2018 Q1	$268K	Buy	7,529 +2,115	+39%	+$74.5K	0.02%	277
2017 Q4	$209K	Sell	5,414 -1,080	-17%	-$42K	0.02%	326
2017 Q3	$247K	Hold	6,494	–	–	0.02%	284
2017 Q2	$253K	Hold	6,494	–	–	0.02%	268
2017 Q1	$235K	Hold	6,494	–	–	0.02%	276
2016 Q4	$237K	Buy	+6,494	New	+$223K	0.02%	262

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wilbanks Smith & Thomas Asset Management's UDR Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of UDR (UDR) in Q4 2022, closing a stake of 4,839 shares — an estimated $202K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UDR in Q4 2016 and held it in 16 quarters. The position peaked at $289K in Q2 2018. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,839 UDR shares in Q4 2022, an estimated $202K.
Wilbanks Smith & Thomas Asset Management first reported a position in UDR in Q4 2016 and held it in 16 quarters.
Wilbanks Smith & Thomas Asset Management's UDR position peaked at $289K in Q2 2018.
444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.