ZIM
UDR icon

Zacks Investment Management’s UDR UDR Stock Holding History

Zacks Investment 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
2015
Q1 		– Sell
-9,845
Closed -$303K – 713
2014
Q4 		$303K Buy
+9,845
New +$295K 0.01% 511

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zacks Investment Management's UDR Position: Q1 2015 in Review

Zacks Investment Management sold out of UDR (UDR) in Q1 2015, closing a stake of 9,845 shares — an estimated $303K sold.

Zacks Investment Management first reported a position in UDR in Q4 2014 and held it in 1 quarter. The position peaked at $303K in Q4 2014. 311 funds tracked by Wall St. Rank hold UDR as of Q1 2015.

  • Zacks Investment Management reported no remaining UDR position as of Q1 2015 after selling out during the quarter.
  • Zacks Investment Management sold 9,845 UDR shares in Q1 2015, an estimated $303K.
  • Zacks Investment Management first reported a position in UDR in Q4 2014 and held it in 1 quarter.
  • Zacks Investment Management's UDR position peaked at $303K in Q4 2014.
  • 311 funds tracked by Wall St. Rank held UDR as of Q1 2015.

Based on Zacks Investment Management's 13F filing for Q1 2015, filed 12 May 2015.