Cambridge Investment Research Advisors
UMH

Cambridge Investment Research Advisors’s UMH Properties UMH Stock Holding History

Cambridge Investment Research Advisors’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
2022
Q2 		– Sell
-18,380
Closed -$452K – 3217
2022
Q1 		$452K Buy
18,380
+48
+0.3% +$1.15K ﹤0.01% 2193
2021
Q4 		$501K Buy
18,332
+1,478
+9% +$35.6K ﹤0.01% 2106
2021
Q3 		$386K Buy
+16,854
New +$393K ﹤0.01% 2247

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors's UMH Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of UMH Properties (UMH) in Q2 2022, closing a stake of 18,380 shares — an estimated $452K sold.

Cambridge Investment Research Advisors first reported a position in UMH in Q3 2021 and held it in 3 quarters. The position peaked at $501K in Q4 2021. 182 funds tracked by Wall St. Rank hold UMH as of Q2 2022.

  • Cambridge Investment Research Advisors reported no remaining UMH Properties position as of Q2 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 18,380 UMH Properties shares in Q2 2022, an estimated $452K.
  • Cambridge Investment Research Advisors first reported a position in UMH Properties in Q3 2021 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's UMH Properties position peaked at $501K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held UMH Properties as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.