CWM
UMH

Castle Wealth Management’s UMH Properties UMH Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-235
Closed -$4K – 601
2022
Q3 		$4K Hold
235
– – ﹤0.01% 523
2022
Q2 		$4K Buy
+235
New +$4.88K ﹤0.01% 520

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Castle Wealth Management's UMH Position: Q4 2022 in Review

Castle Wealth Management sold out of UMH Properties (UMH) in Q4 2022, closing a stake of 235 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in UMH in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 173 funds tracked by Wall St. Rank hold UMH as of Q4 2022.

  • Castle Wealth Management reported no remaining UMH Properties position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 235 UMH Properties shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in UMH Properties in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's UMH Properties position peaked at $4K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held UMH Properties as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.