Commonwealth Equity Services
UMH

Commonwealth Equity Services’s UMH Properties UMH Stock Holding History

Commonwealth Equity Services’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
2024
Q3 		– Sell
-19,113
Closed -$306K – 4187
2024
Q2 		$306K Sell
19,113
-38,708
-67% -$603K ﹤0.01% 3271
2024
Q1 		$939K Sell
57,821
-4,873
-8% -$74.6K ﹤0.01% 2302
2023
Q4 		$960K Buy
62,694
+17,995
+40% +$259K ﹤0.01% 2210
2023
Q3 		$627K Sell
44,699
-19,382
-30% -$298K ﹤0.01% 2406
2023
Q2 		$1.02M Buy
+64,081
New +$992K ﹤0.01% 2077

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's UMH Position: Q3 2024 in Review

Commonwealth Equity Services sold out of UMH Properties (UMH) in Q3 2024, closing a stake of 19,113 shares — an estimated $306K sold.

Commonwealth Equity Services first reported a position in UMH in Q2 2023 and held it in 5 quarters. The position peaked at $1.02M in Q2 2023. 222 funds tracked by Wall St. Rank hold UMH as of Q3 2024.

  • Commonwealth Equity Services reported no remaining UMH Properties position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 19,113 UMH Properties shares in Q3 2024, an estimated $306K.
  • Commonwealth Equity Services first reported a position in UMH Properties in Q2 2023 and held it in 5 quarters.
  • Commonwealth Equity Services's UMH Properties position peaked at $1.02M in Q2 2023.
  • 222 funds tracked by Wall St. Rank held UMH Properties as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.