ANBT
UMH

American National Bank & Trust’s UMH Properties UMH Stock Holding History

American National Bank & Trust’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
-13
Closed -$199 – 587
2023
Q4 		$199 Hold
13
– – ﹤0.01% 544
2023
Q3 		$182 Hold
13
– – ﹤0.01% 581
2023
Q2 		$208 Hold
13
– – ﹤0.01% 560
2023
Q1 		$192 Hold
13
– – ﹤0.01% 553
2022
Q4 		$1K Buy
+13
New +$219 ﹤0.01% 592

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

American National Bank & Trust's UMH Position: Q1 2024 in Review

American National Bank & Trust sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 13 shares — an estimated $199 sold.

American National Bank & Trust first reported a position in UMH in Q4 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 197 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

  • American National Bank & Trust reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
  • American National Bank & Trust sold 13 UMH Properties shares in Q1 2024, an estimated $199.
  • American National Bank & Trust first reported a position in UMH Properties in Q4 2022 and held it in 5 quarters.
  • American National Bank & Trust's UMH Properties position peaked at $1K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on American National Bank & Trust's 13F filing for Q1 2024, filed 10 Apr 2024.