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Winton Group’s UDR UDR Stock Holding History

Winton 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
2021
Q3 		– Sell
-4,090
Closed -$200K – 1484
2021
Q2 		$200K Buy
+4,090
New +$192K 0.01% 1347
2020
Q4 		– Sell
-29,198
Closed -$952K – 1513
2020
Q3 		$952K Sell
29,198
-17,498
-37% -$614K 0.03% 848
2020
Q2 		$1.75M Sell
46,696
-191,734
-80% -$7.16M 0.05% 715
2020
Q1 		$8.71M Sell
238,430
-85,983
-27% -$3.89M 0.23% 91
2019
Q4 		$15.2M Buy
+324,413
New +$15.6M 0.21% 99
2018
Q3 		– Sell
-6,066
Closed -$228K – 1145
2018
Q2 		$228K Sell
6,066
-9,695
-62% -$351K 0.01% 934
2018
Q1 		$561K Sell
15,761
-343
-2% -$12.1K 0.02% 721
2017
Q4 		$620K Sell
16,104
-3,143
-16% -$122K 0.02% 447
2017
Q3 		$732K Sell
19,247
-5,616
-23% -$218K 0.02% 467
2017
Q2 		$969K Buy
+24,863
New +$947K 0.03% 358
2016
Q4 		– Sell
-212,390
Closed -$7.64M – 491
2016
Q3 		$7.64M Sell
212,390
-114,982
-35% -$4.19M 0.13% 207
2016
Q2 		$12.1M Buy
+327,372
New +$11.7M 0.2% 176
2016
Q1 		– Sell
-298,621
Closed -$11.2M – 344
2015
Q4 		$11.2M Buy
298,621
+84,266
+39% +$3.02M 0.1% 236
2015
Q3 		$7.39M Buy
+214,355
New +$7.15M 0.06% 316

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Winton Group's UDR Position: Q3 2021 in Review

Winton Group sold out of UDR (UDR) in Q3 2021, closing a stake of 4,090 shares — an estimated $200K sold.

Winton Group first reported a position in UDR in Q3 2015 and held it in 14 quarters. The position peaked at $15.2M in Q4 2019. 447 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

  • Winton Group reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
  • Winton Group sold 4,090 UDR shares in Q3 2021, an estimated $200K.
  • Winton Group first reported a position in UDR in Q3 2015 and held it in 14 quarters.
  • Winton Group's UDR position peaked at $15.2M in Q4 2019.
  • 447 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Winton Group's 13F filing for Q3 2021, filed 28 Oct 2021.