CA
UMH

Crewe Advisors’s UMH Properties UMH Stock Holding History

Crewe Advisors’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
Q2 		– Sell
-871
Closed -$12.9K – 1010
2023
Q1 		$12.9K Hold
871
– – ﹤0.01% 502
2022
Q4 		$14K Hold
871
– – ﹤0.01% 482
2022
Q3 		$14K Hold
871
– – ﹤0.01% 573
2022
Q2 		$15K Buy
+871
New +$18.1K ﹤0.01% 502

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's UMH Position: Q2 2023 in Review

Crewe Advisors sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 871 shares — an estimated $12.9K sold.

Crewe Advisors first reported a position in UMH in Q2 2022 and held it in 4 quarters. The position peaked at $15K in Q2 2022. 178 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • Crewe Advisors reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 871 UMH Properties shares in Q2 2023, an estimated $12.9K.
  • Crewe Advisors first reported a position in UMH Properties in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's UMH Properties position peaked at $15K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.