CAS
UMH

Coppell Advisory Solutions’s UMH Properties UMH Stock Holding History

Coppell Advisory Solutions’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
Q4 		$8.73K Buy
+570
New +$8.21K ﹤0.01% 967
2023
Q3 		– Sell
-570
Closed -$9.15K – 1552
2023
Q2 		$9.15K Buy
+570
New +$8.82K ﹤0.01% 715

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Coppell Advisory Solutions's UMH Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in UMH Properties (UMH) in Q4 2023: 570 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UMH as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in UMH in Q2 2023 and has held it in 2 quarters since. The position peaked at $9.15K in Q2 2023. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

  • Coppell Advisory Solutions held 570 shares of UMH Properties worth $8.73K as of Q4 2023.
  • UMH Properties was a new Coppell Advisory Solutions position in Q4 2023.
  • UMH Properties made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #967 holding.
  • Coppell Advisory Solutions first reported a position in UMH Properties in Q2 2023 and has held it in 2 quarters since.
  • Coppell Advisory Solutions's UMH Properties position peaked at $9.15K in Q2 2023.
  • 200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.