Axa
UMH

Axa’s UMH Properties UMH Stock Holding History

Axa’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
2023
Q2 		– Sell
-21,400
Closed -$317K – 1166
2023
Q1 		$317K Sell
21,400
-35,700
-63% -$586K ﹤0.01% 1012
2022
Q4 		$919K Buy
57,100
+38,500
+207% +$648K ﹤0.01% 900
2022
Q3 		$300K Sell
18,600
-54,211
-74% -$1.02M ﹤0.01% 1036
2022
Q2 		$1.29M Buy
+72,811
New +$1.51M ﹤0.01% 845
2022
Q1 		– Sell
-138,600
Closed -$3.79M – 1241
2021
Q4 		$3.79M Sell
138,600
-5,900
-4% -$142K 0.01% 735
2021
Q3 		$3.31M Sell
144,500
-1,700
-1% -$39.7K 0.01% 771
2021
Q2 		$3.19M Sell
146,200
-35,511
-20% -$757K 0.01% 799
2021
Q1 		$3.48M Hold
181,711
– – 0.01% 762
2020
Q4 		$2.69M Hold
181,711
– – 0.01% 802
2020
Q3 		$2.46M Buy
+181,711
New +$2.42M 0.01% 775

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axa's UMH Position: Q2 2023 in Review

Axa sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 21,400 shares — an estimated $317K sold.

Axa first reported a position in UMH in Q3 2020 and held it in 10 quarters. The position peaked at $3.79M in Q4 2021. 178 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • Axa reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • Axa sold 21,400 UMH Properties shares in Q2 2023, an estimated $317K.
  • Axa first reported a position in UMH Properties in Q3 2020 and held it in 10 quarters.
  • Axa's UMH Properties position peaked at $3.79M in Q4 2021.
  • 178 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on Axa's 13F filing for Q2 2023, filed 14 Aug 2023.