Willingdon Wealth Management’s UDR UDR Stock Holding History

Willingdon Wealth 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
2019 Q4	–	Sell	-16	Closed	-$1K	–	537
2019 Q3	$1K	Buy	+16	New	+$754	﹤0.01%	475

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Willingdon Wealth Management's UDR Position: Q4 2019 in Review

Willingdon Wealth Management sold out of UDR (UDR) in Q4 2019, closing a stake of 16 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in UDR in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 432 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

Willingdon Wealth Management reported no remaining UDR position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 16 UDR shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in UDR in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's UDR position peaked at $1K in Q3 2019.
432 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.