AWM
UMH

Avior Wealth Management’s UMH Properties UMH Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-12
Closed -$194 – 3658
2024
Q1 		$194 Buy
+12
New +$184 ﹤0.01% 2881

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avior Wealth Management's UMH Position: Q2 2024 in Review

Avior Wealth Management sold out of UMH Properties (UMH) in Q2 2024, closing a stake of 12 shares — an estimated $194 sold.

Avior Wealth Management first reported a position in UMH in Q1 2024 and held it in 1 quarter. The position peaked at $194 in Q1 2024. 196 funds tracked by Wall St. Rank hold UMH as of Q2 2024.

  • Avior Wealth Management reported no remaining UMH Properties position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 UMH Properties shares in Q2 2024, an estimated $194.
  • Avior Wealth Management first reported a position in UMH Properties in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's UMH Properties position peaked at $194 in Q1 2024.
  • 196 funds tracked by Wall St. Rank held UMH Properties as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.