Algert Global’s UMH Properties UMH Stock Holding History

Algert Global’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
2022 Q2	–	Sell	-11,539	Closed	-$284K	–	1392
2022 Q1	$284K	Buy	+11,539	New	+$277K	0.02%	962

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CCM

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Algert Global's UMH Position: Q2 2022 in Review

Algert Global sold out of UMH Properties (UMH) in Q2 2022, closing a stake of 11,539 shares — an estimated $284K sold.

Algert Global first reported a position in UMH in Q1 2022 and held it in 1 quarter. The position peaked at $284K in Q1 2022. 181 funds tracked by Wall St. Rank hold UMH as of Q2 2022.

Algert Global reported no remaining UMH Properties position as of Q2 2022 after selling out during the quarter.
Algert Global sold 11,539 UMH Properties shares in Q2 2022, an estimated $284K.
Algert Global first reported a position in UMH Properties in Q1 2022 and held it in 1 quarter.
Algert Global's UMH Properties position peaked at $284K in Q1 2022.
181 funds tracked by Wall St. Rank held UMH Properties as of Q2 2022.

Based on Algert Global's 13F filing for Q2 2022, filed 15 Aug 2022.