Chevy Chase Trust’s UMH Properties UMH Stock Holding History

Chevy Chase 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
2020 Q1	–	Sell	-8,648	Closed	-$136K	–	1013
2019 Q4	$136K	Buy	+8,648	New	+$130K	﹤0.01%	695

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

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Chevy Chase Trust's UMH Position: Q1 2020 in Review

Chevy Chase Trust sold out of UMH Properties (UMH) in Q1 2020, closing a stake of 8,648 shares — an estimated $136K sold.

Chevy Chase Trust first reported a position in UMH in Q4 2019 and held it in 1 quarter. The position peaked at $136K in Q4 2019. 131 funds tracked by Wall St. Rank hold UMH as of Q1 2020.

Chevy Chase Trust reported no remaining UMH Properties position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 8,648 UMH Properties shares in Q1 2020, an estimated $136K.
Chevy Chase Trust first reported a position in UMH Properties in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's UMH Properties position peaked at $136K in Q4 2019.
131 funds tracked by Wall St. Rank held UMH Properties as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.