Citadel Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6811 |
|
|
2024
Q3 | – | Sell |
-67,999
| Closed | -$1.09M | – | 6741 |
|
|
2024
Q2 | $1.09M | Buy |
67,999
+27,672
| +69% | +$442K | ﹤0.01% | 2959 |
|
|
2024
Q1 | $655K | Sell |
40,327
-62,330
| -61% | -$1.01M | ﹤0.01% | 3612 |
|
|
2023
Q4 | $1.57M | Buy |
102,657
+58,320
| +132% | +$893K | ﹤0.01% | 2612 |
|
|
2023
Q3 | $622K | Sell |
44,337
-763
| -2% | -$10.7K | ﹤0.01% | 3520 |
|
|
2023
Q2 | $721K | Sell |
45,100
-67,942
| -60% | -$1.09M | ﹤0.01% | 3291 |
|
|
2023
Q1 | $1.67M | Buy |
+113,042
| New | +$1.67M | ﹤0.01% | 2684 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6743 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6736 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6936 |
|
|
2022
Q1 | – | Sell |
-196,247
| Closed | -$5.36M | – | 7146 |
|
|
2021
Q4 | $5.36M | Buy |
196,247
+107,771
| +122% | +$2.95M | ﹤0.01% | 2045 |
|
|
2021
Q3 | $2.03M | Sell |
88,476
-58,462
| -40% | -$1.34M | ﹤0.01% | 2992 |
|
|
2021
Q2 | $3.21M | Buy |
146,938
+2,111
| +1% | +$46.1K | ﹤0.01% | 2666 |
|
|
2021
Q1 | $2.78M | Buy |
144,827
+86,294
| +147% | +$1.65M | ﹤0.01% | 2808 |
|
|
2020
Q4 | $867K | Sell |
58,533
-5,948
| -9% | -$88.1K | ﹤0.01% | 3386 |
|
|
2020
Q3 | $873K | Buy |
64,481
+51,031
| +379% | +$691K | ﹤0.01% | 3041 |
|
|
2020
Q2 | $174K | Sell |
13,450
-71,689
| -84% | -$927K | ﹤0.01% | 4112 |
|
|
2020
Q1 | $925K | Sell |
85,139
-28,721
| -25% | -$312K | ﹤0.01% | 2949 |
|
|
2019
Q4 | $1.79M | Sell |
113,860
-25,756
| -18% | -$405K | ﹤0.01% | 2468 |
|
|
2019
Q3 | $1.97M | Sell |
139,616
-17,952
| -11% | -$253K | ﹤0.01% | 2391 |
|
|
2019
Q2 | $1.96M | Buy |
157,568
+54,208
| +52% | +$673K | ﹤0.01% | 2427 |
|
|
2019
Q1 | $1.46M | Buy |
103,360
+57,136
| +124% | +$804K | ﹤0.01% | 2549 |
|
|
2018
Q4 | $547K | Sell |
46,224
-48,488
| -51% | -$574K | ﹤0.01% | 3223 |
|
|
2018
Q3 | $1.48M | Buy |
94,712
+4,982
| +6% | +$77.9K | ﹤0.01% | 2427 |
|
|
2018
Q2 | $1.38M | Sell |
89,730
-26,435
| -23% | -$406K | ﹤0.01% | 2413 |
|
|
2018
Q1 | $1.56M | Buy |
116,165
+32,334
| +39% | +$433K | ﹤0.01% | 2109 |
|
|
2017
Q4 | $1.25M | Sell |
83,831
-27,844
| -25% | -$415K | ﹤0.01% | 2239 |
|
|
2017
Q3 | $1.74M | Buy |
+111,675
| New | +$1.74M | ﹤0.01% | 1904 |
|
|
2017
Q1 | – | Sell |
-32,920
| Closed | -$496K | – | 4188 |
|
|
2016
Q4 | $496K | Buy |
+32,920
| New | +$496K | ﹤0.01% | 2479 |
|
|
2016
Q1 | – | Sell |
-4,779
| Closed | -$48K | – | 3971 |
|
|
2015
Q4 | $48K | Buy |
+4,779
| New | +$48K | ﹤0.01% | 3453 |
|
|
2014
Q4 | – | Sell |
-3,970
| Closed | -$38K | – | 4001 |
|
|
2014
Q3 | $38K | Buy |
3,970
+3,594
| +956% | +$34.4K | ﹤0.01% | 3207 |
|
|
2014
Q2 | $4K | Buy |
+376
| New | +$4K | ﹤0.01% | 3391 |
|