Cadence Capital Management’s UMH Properties UMH Stock Holding History

Cadence Capital 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
2020 Q2	–	Sell	-113,904	Closed	-$1.24M	–	453
2020 Q1	$1.24M	Sell	113,904 -5,882	-5%	-$85.5K	0.21%	146
2019 Q4	$1.88M	Sell	119,786 -120,847	-50%	-$1.82M	0.2%	150
2019 Q3	$3.39M	Sell	240,633 -15,915	-6%	-$206K	0.48%	47
2019 Q2	$3.18M	Sell	256,548 -8,568	-3%	-$115K	0.32%	75
2019 Q1	$3.73M	Buy	265,116 +27,102	+11%	+$363K	0.34%	67
2018 Q4	$2.82M	Buy	238,014 +70,700	+42%	+$958K	0.28%	87
2018 Q3	$2.62M	Buy	167,314 +27,933	+20%	+$439K	0.14%	192
2018 Q2	$2.14M	Buy	139,381 +15,061	+12%	+$212K	0.13%	212
2018 Q1	$1.67M	Buy	124,320 +4,045	+3%	+$52.7K	0.11%	257
2017 Q4	$1.79M	Buy	120,275 +24,960	+26%	+$380K	0.11%	225
2017 Q3	$1.48M	Buy	95,315 +4,605	+5%	+$73.7K	0.09%	282
2017 Q2	$1.55M	Buy	90,710 +4,928	+6%	+$81.2K	0.11%	234
2017 Q1	$1.3M	Buy	85,782 +28,632	+50%	+$417K	0.09%	266
2016 Q4	$860K	Buy	+57,150	New	+$732K	0.06%	393
2015 Q3	–	Sell	-86,952	Closed	-$852K	–	655
2015 Q2	$852K	Buy	+86,952	New	+$870K	0.05%	450

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cadence Capital Management's UMH Position: Q2 2020 in Review

Cadence Capital Management sold out of UMH Properties (UMH) in Q2 2020, closing a stake of 113,904 shares — an estimated $1.24M sold.

Cadence Capital Management first reported a position in UMH in Q2 2015 and held it in 15 quarters. The position peaked at $3.73M in Q1 2019. 123 funds tracked by Wall St. Rank hold UMH as of Q2 2020.

Cadence Capital Management reported no remaining UMH Properties position as of Q2 2020 after selling out during the quarter.
Cadence Capital Management sold 113,904 UMH Properties shares in Q2 2020, an estimated $1.24M.
Cadence Capital Management first reported a position in UMH Properties in Q2 2015 and held it in 15 quarters.
Cadence Capital Management's UMH Properties position peaked at $3.73M in Q1 2019.
123 funds tracked by Wall St. Rank held UMH Properties as of Q2 2020.

Based on Cadence Capital Management's 13F filing for Q2 2020, filed 3 Aug 2020.