Credit Suisse’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $962K | Buy |
59,250
+14,098
| +31% | +$216K | ﹤0.01% | 2296 |
|
|
2023
Q4 | $692K | Sell |
45,152
-3,570
| -7% | -$51.4K | ﹤0.01% | 2565 |
|
|
2023
Q3 | $683K | Sell |
48,722
-4,175
| -8% | -$64.2K | ﹤0.01% | 2510 |
|
|
2023
Q2 | $845K | Buy |
52,897
+12,903
| +32% | +$200K | ﹤0.01% | 2505 |
|
|
2023
Q1 | $592K | Buy |
39,994
+14
| +0% | +$230 | ﹤0.01% | 2656 |
|
|
2022
Q4 | $644K | Sell |
39,980
-397
| -1% | -$6.68K | ﹤0.01% | 2622 |
|
|
2022
Q3 | $651K | Buy |
40,377
+3,097
| +8% | +$58.2K | ﹤0.01% | 2630 |
|
|
2022
Q2 | $658K | Buy |
37,280
+463
| +1% | +$9.62K | ﹤0.01% | 2666 |
|
|
2022
Q1 | $904K | Buy |
36,817
+3,185
| +9% | +$76.5K | ﹤0.01% | 2603 |
|
|
2021
Q4 | $918K | Buy |
33,632
+739
| +2% | +$17.8K | ﹤0.01% | 3384 |
|
|
2021
Q3 | $753K | Buy |
32,893
+3,912
| +13% | +$91.3K | ﹤0.01% | 3545 |
|
|
2021
Q2 | $637K | Buy |
28,981
+1,429
| +5% | +$30.5K | ﹤0.01% | 3684 |
|
|
2021
Q1 | $528K | Sell |
27,552
-11,084
| -29% | -$187K | ﹤0.01% | 3735 |
|
|
2020
Q4 | $573K | Buy |
38,636
+12,714
| +49% | +$185K | ﹤0.01% | 3731 |
|
|
2020
Q3 | $351K | Sell |
25,922
-1,927
| -7% | -$25.7K | ﹤0.01% | 3566 |
|
|
2020
Q2 | $360K | Buy |
27,849
+4,209
| +18% | +$50.9K | ﹤0.01% | 3490 |
|
|
2020
Q1 | $256K | Buy |
23,640
+4,273
| +22% | +$62.1K | ﹤0.01% | 3518 |
|
|
2019
Q4 | $304K | Sell |
19,367
-1,083
| -5% | -$16.3K | ﹤0.01% | 3815 |
|
|
2019
Q3 | $288K | Sell |
20,450
-3,272
| -14% | -$42.4K | ﹤0.01% | 3718 |
|
|
2019
Q2 | $294K | Buy |
23,722
+2,845
| +14% | +$38.3K | ﹤0.01% | 3686 |
|
|
2019
Q1 | $294K | Buy |
20,877
+3,681
| +21% | +$49.4K | ﹤0.01% | 3603 |
|
|
2018
Q4 | $204K | Buy |
17,196
+6,819
| +66% | +$92.4K | ﹤0.01% | 3662 |
|
|
2018
Q3 | $162K | Sell |
10,377
-10,208
| -50% | -$160K | ﹤0.01% | 3688 |
|
|
2018
Q2 | $316K | Sell |
20,585
-10,478
| -34% | -$148K | ﹤0.01% | 3610 |
|
|
2018
Q1 | $416K | Buy |
31,063
+7,145
| +30% | +$93K | ﹤0.01% | 3450 |
|
|
2017
Q4 | $356K | Sell |
23,918
-14,544
| -38% | -$221K | ﹤0.01% | 3565 |
|
|
2017
Q3 | $597K | Buy |
38,462
+19,896
| +107% | +$319K | ﹤0.01% | 3441 |
|
|
2017
Q2 | $316K | Buy |
+18,566
| New | +$306K | ﹤0.01% | 3432 |
|
|
2017
Q1 | – | Sell |
-11,258
| Closed | -$170K | – | 4072 |
|
|
2016
Q4 | $170K | Buy |
11,258
+468
| +4% | +$6K | ﹤0.01% | 3853 |
|
|
2016
Q3 | $129K | Sell |
10,790
-620
| -5% | -$7.49K | ﹤0.01% | 3892 |
|
|
2016
Q2 | $128K | Sell |
11,410
-3,375
| -23% | -$34.1K | ﹤0.01% | 4012 |
|
|
2016
Q1 | $147K | Buy |
+14,785
| New | +$142K | ﹤0.01% | 3758 |
|
|
2014
Q2 | – | Sell |
-10,919
| Closed | -$106K | – | 4808 |
|
|
2014
Q1 | $106K | Buy |
+10,919
| New | +$103K | ﹤0.01% | 4507 |
|
|
2013
Q4 | – | Sell |
-11,743
| Closed | -$116K | – | 4713 |
|
|
2013
Q3 | $116K | Sell |
11,743
-421
| -3% | -$4.33K | ﹤0.01% | 4088 |
|
|
2013
Q2 | $125K | Buy |
+12,164
| New | +$131K | ﹤0.01% | 3974 |
|
Other funds holding UMH
CCM
PMG
Credit Suisse's UMH Position: Q1 2024 in Review
Credit Suisse increased its UMH Properties (UMH) stake by 31% in Q1 2024, buying an estimated $216K and bringing the position to 59,250 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.
Credit Suisse first reported a position in UMH in Q2 2013 and has held it in 35 quarters since. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.
- Credit Suisse held 59,250 shares of UMH Properties worth $962K as of Q1 2024.
- Credit Suisse bought 14,098 UMH Properties shares in Q1 2024, an estimated $216K.
- UMH Properties made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2296 holding.
- Credit Suisse first reported a position in UMH Properties in Q2 2013 and has held it in 35 quarters since.
- 196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.