BOK Financial’s UMH Properties UMH Stock Holding History

BOK Financial’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 Q4	–	Sell	-19	Closed	-$365	–	1456
2024 Q3	$365	Buy	+19	New	+$354	﹤0.01%	1247

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's UMH Position: Q4 2024 in Review

BOK Financial sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 19 shares — an estimated $365 sold.

BOK Financial first reported a position in UMH in Q3 2024 and held it in 1 quarter. The position peaked at $365 in Q3 2024. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

BOK Financial reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 19 UMH Properties shares in Q4 2024, an estimated $365.
BOK Financial first reported a position in UMH Properties in Q3 2024 and held it in 1 quarter.
BOK Financial's UMH Properties position peaked at $365 in Q3 2024.
231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.