AL
UMH

AJO LP’s UMH Properties UMH Stock Holding History

AJO LP’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-85,584
Closed -$1.21M – 746
2019
Q1 		$1.21M Buy
85,584
+4,445
+5% +$59.6K 0.01% 505
2018
Q4 		$961K Buy
+81,139
New +$1.1M 0.01% 520
2017
Q3 		– Sell
-369,151
Closed -$6.29M – 617
2017
Q2 		$6.29M Buy
369,151
+355,553
+2,615% +$5.86M 0.03% 281
2017
Q1 		$207K Buy
+13,598
New +$198K ﹤0.01% 510
2016
Q4 		– Sell
-13,757
Closed -$164K – 568
2016
Q3 		$164K Sell
13,757
-25,824
-65% -$312K ﹤0.01% 504
2016
Q2 		$445K Buy
+39,581
New +$400K ﹤0.01% 449

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

AJO LP's UMH Position: Q2 2019 in Review

AJO LP sold out of UMH Properties (UMH) in Q2 2019, closing a stake of 85,584 shares — an estimated $1.21M sold.

AJO LP first reported a position in UMH in Q2 2016 and held it in 6 quarters. The position peaked at $6.29M in Q2 2017. 136 funds tracked by Wall St. Rank hold UMH as of Q2 2019.

  • AJO LP reported no remaining UMH Properties position as of Q2 2019 after selling out during the quarter.
  • AJO LP sold 85,584 UMH Properties shares in Q2 2019, an estimated $1.21M.
  • AJO LP first reported a position in UMH Properties in Q2 2016 and held it in 6 quarters.
  • AJO LP's UMH Properties position peaked at $6.29M in Q2 2017.
  • 136 funds tracked by Wall St. Rank held UMH Properties as of Q2 2019.

Based on AJO LP's 13F filing for Q2 2019, filed 14 Aug 2019.