CTC
UMH

Central Trust Company’s UMH Properties UMH Stock Holding History

Central Trust Company’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
-104
Closed -$1.67K – 1302
2022
Q4 		$1.67K Hold
104
– – ﹤0.01% 1173
2022
Q3 		$2K Hold
104
– – ﹤0.01% 1226
2022
Q2 		$2K Hold
104
– – ﹤0.01% 1246
2022
Q1 		$3K Buy
+104
New +$2.5K ﹤0.01% 1224

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

Central Trust Company's UMH Position: Q1 2023 in Review

Central Trust Company sold out of UMH Properties (UMH) in Q1 2023, closing a stake of 104 shares — an estimated $1.67K sold.

Central Trust Company first reported a position in UMH in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 185 funds tracked by Wall St. Rank hold UMH as of Q1 2023.

  • Central Trust Company reported no remaining UMH Properties position as of Q1 2023 after selling out during the quarter.
  • Central Trust Company sold 104 UMH Properties shares in Q1 2023, an estimated $1.67K.
  • Central Trust Company first reported a position in UMH Properties in Q1 2022 and held it in 4 quarters.
  • Central Trust Company's UMH Properties position peaked at $3K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held UMH Properties as of Q1 2023.

Based on Central Trust Company's 13F filing for Q1 2023, filed 19 Apr 2023.