CAM
UMH

ClariVest Asset Management’s UMH Properties UMH Stock Holding History

ClariVest Asset 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
-28
Closed – – 745
2022
Q3 		$0 Sell
28
-33,900
-100% -$637K ﹤0.01% 760
2022
Q2 		$599K Hold
33,928
– – 0.03% 352
2022
Q1 		$834K Sell
33,928
-4,600
-12% -$110K 0.03% 309
2021
Q4 		$1.05M Sell
38,528
-600
-2% -$14.5K 0.03% 311
2021
Q3 		$896K Sell
39,128
-100
-0.3% -$2.33K 0.03% 336
2021
Q2 		$856K Buy
39,228
+28
+0.1% +$597 0.03% 322
2021
Q1 		$751K Buy
39,200
+2,200
+6% +$37.1K 0.03% 335
2020
Q4 		$548K Sell
37,000
-600
-2% -$8.72K 0.02% 362
2020
Q3 		$509K Buy
+37,600
New +$501K 0.02% 354
2018
Q1 		– Sell
-16,292
Closed -$243K – 772
2017
Q4 		$243K Hold
16,292
– – ﹤0.01% 564
2017
Q3 		$253K Buy
16,292
+626
+4% +$10K 0.01% 460
2017
Q2 		$267K Hold
15,666
– – 0.01% 447
2017
Q1 		$239K Buy
15,666
+795
+5% +$11.6K 0.01% 463
2016
Q4 		$224K Sell
14,871
-438
-3% -$5.61K 0.01% 480
2016
Q3 		$183K Sell
15,309
-1,035
-6% -$12.5K 0.01% 502
2016
Q2 		$184K Buy
+16,344
New +$165K 0.01% 479

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

ClariVest Asset Management's UMH Position: Q4 2022 in Review

ClariVest Asset Management sold out of UMH Properties (UMH) in Q4 2022, closing a stake of 28 shares.

ClariVest Asset Management first reported a position in UMH in Q2 2016 and held it in 16 quarters. The position peaked at $1.05M in Q4 2021. 173 funds tracked by Wall St. Rank hold UMH as of Q4 2022.

  • ClariVest Asset Management reported no remaining UMH Properties position as of Q4 2022 after selling out during the quarter.
  • ClariVest Asset Management sold 28 UMH Properties shares in Q4 2022.
  • ClariVest Asset Management first reported a position in UMH Properties in Q2 2016 and held it in 16 quarters.
  • ClariVest Asset Management's UMH Properties position peaked at $1.05M in Q4 2021.
  • 173 funds tracked by Wall St. Rank held UMH Properties as of Q4 2022.

Based on ClariVest Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.