CT
UMH

Cambridge Trust’s UMH Properties UMH Stock Holding History

Cambridge Trust’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
2023
Q1 		– Sell
-2,000
Closed -$32K – 816
2022
Q4 		$32K Hold
2,000
– – ﹤0.01% 497
2022
Q3 		$32K Hold
2,000
– – ﹤0.01% 505
2022
Q2 		$35K Hold
2,000
– – ﹤0.01% 534
2022
Q1 		$49K Hold
2,000
– – ﹤0.01% 535
2021
Q4 		$55K Buy
+2,000
New +$48.2K ﹤0.01% 509

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Trust's UMH Position: Q1 2023 in Review

Cambridge Trust sold out of UMH Properties (UMH) in Q1 2023, closing a stake of 2,000 shares — an estimated $32K sold.

Cambridge Trust first reported a position in UMH in Q4 2021 and held it in 5 quarters. The position peaked at $55K in Q4 2021. 185 funds tracked by Wall St. Rank hold UMH as of Q1 2023.

  • Cambridge Trust reported no remaining UMH Properties position as of Q1 2023 after selling out during the quarter.
  • Cambridge Trust sold 2,000 UMH Properties shares in Q1 2023, an estimated $32K.
  • Cambridge Trust first reported a position in UMH Properties in Q4 2021 and held it in 5 quarters.
  • Cambridge Trust's UMH Properties position peaked at $55K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held UMH Properties as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.