AJOVista’s UMH Properties UMH Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-951	Closed	-$14.6K	–	401
2023 Q4	$14.6K	Buy	+951	New	+$13.7K	0.02%	380

Other funds holding UMH

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

AJOVista's UMH Position: Q1 2024 in Review

AJOVista sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 951 shares — an estimated $14.6K sold.

AJOVista first reported a position in UMH in Q4 2023 and held it in 1 quarter. The position peaked at $14.6K in Q4 2023. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

AJOVista reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
AJOVista sold 951 UMH Properties shares in Q1 2024, an estimated $14.6K.
AJOVista first reported a position in UMH Properties in Q4 2023 and held it in 1 quarter.
AJOVista's UMH Properties position peaked at $14.6K in Q4 2023.
196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.