BFPW
UMH

BOK Financial Private Wealth’s UMH Properties UMH Stock Holding History

BOK Financial Private Wealth’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
-126
Closed -$1.93K – 547
2023
Q4 		$1.93K Buy
+126
New +$1.82K ﹤0.01% 470

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

BOK Financial Private Wealth's UMH Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 126 shares — an estimated $1.93K sold.

BOK Financial Private Wealth first reported a position in UMH in Q4 2023 and held it in 1 quarter. The position peaked at $1.93K in Q4 2023. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 126 UMH Properties shares in Q1 2024, an estimated $1.93K.
  • BOK Financial Private Wealth first reported a position in UMH Properties in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's UMH Properties position peaked at $1.93K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.