Bessemer Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
23,919
-387
| -2% | -$6.49K | ﹤0.01% | 896 |
|
|
2025
Q1 | $455K | Buy |
24,306
+10
| +0% | +$187 | ﹤0.01% | 898 |
|
|
2024
Q4 | $459K | Hold |
24,296
| – | – | ﹤0.01% | 905 |
|
|
2024
Q3 | $478K | Buy |
24,296
+200
| +0.8% | +$3.94K | ﹤0.01% | 904 |
|
|
2024
Q2 | $385K | Buy |
24,096
+1,750
| +8% | +$28K | ﹤0.01% | 870 |
|
|
2024
Q1 | $363K | Sell |
22,346
-2,732
| -11% | -$44.4K | ﹤0.01% | 884 |
|
|
2023
Q4 | $384K | Hold |
25,078
| – | – | ﹤0.01% | 893 |
|
|
2023
Q3 | $352K | Hold |
25,078
| – | – | ﹤0.01% | 899 |
|
|
2023
Q2 | $401K | Buy |
+25,078
| New | +$401K | ﹤0.01% | 876 |
|
|
2022
Q4 | – | Sell |
-457
| Closed | -$7K | – | 2227 |
|
|
2022
Q3 | $7K | Buy |
+457
| New | +$7K | ﹤0.01% | 1641 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2047 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1989 |
|
|
2020
Q3 | – | Sell |
-7,800
| Closed | -$101K | – | 1673 |
|
|
2020
Q2 | $101K | Sell |
7,800
-3,300
| -30% | -$42.7K | ﹤0.01% | 1238 |
|
|
2020
Q1 | $121K | Buy |
+11,100
| New | +$121K | ﹤0.01% | 1088 |
|
|
2017
Q4 | – | Sell |
-57,900
| Closed | -$900K | – | 1827 |
|
|
2017
Q3 | $900K | Hold |
57,900
| – | – | ﹤0.01% | 688 |
|
|
2017
Q2 | $987K | Sell |
57,900
-2,300
| -4% | -$39.2K | ﹤0.01% | 666 |
|
|
2017
Q1 | $916K | Buy |
60,200
+7,500
| +14% | +$114K | ﹤0.01% | 734 |
|
|
2016
Q4 | $793K | Hold |
52,700
| – | – | ﹤0.01% | 780 |
|
|
2016
Q3 | $628K | Buy |
+52,700
| New | +$628K | ﹤0.01% | 709 |
|