Delta Asset Management’s UMH Properties UMH Stock Holding History

Delta 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
2019 Q1	–	Sell	-5,000	Closed	-$59K	–	625
2018 Q4	$59K	Hold	5,000	–	–	0.01%	214
2018 Q3	$78K	Hold	5,000	–	–	0.01%	200
2018 Q2	$77K	Hold	5,000	–	–	0.01%	190
2018 Q1	$67K	Hold	5,000	–	–	0.01%	205
2017 Q4	$75K	Hold	5,000	–	–	0.01%	194
2017 Q3	$78K	Hold	5,000	–	–	0.01%	179
2017 Q2	$85K	Hold	5,000	–	–	0.01%	171
2017 Q1	$76K	Hold	5,000	–	–	0.01%	181
2016 Q4	$75K	Hold	5,000	–	–	0.01%	182
2016 Q3	$60K	Hold	5,000	–	–	0.01%	207
2016 Q2	$56K	Hold	5,000	–	–	0.01%	209
2016 Q1	$50K	Hold	5,000	–	–	0.01%	220
2015 Q4	$51K	Hold	5,000	–	–	0.01%	221
2015 Q3	$47K	Hold	5,000	–	–	0.01%	220
2015 Q2	$49K	Hold	5,000	–	–	0.01%	223
2015 Q1	$50K	Hold	5,000	–	–	0.01%	230
2014 Q4	$48K	Hold	5,000	–	–	0.01%	236
2014 Q3	$48K	Hold	5,000	–	–	0.01%	228
2014 Q2	$50K	Hold	5,000	–	–	0.01%	228
2014 Q1	$49K	Hold	5,000	–	–	0.01%	228
2013 Q4	$47K	Buy	5,000 +456	+10%	+$4.44K	0.01%	228
2013 Q3	$45K	Hold	4,544	–	–	0.01%	233
2013 Q2	$47K	Buy	+4,544	New	+$48.9K	0.01%	221

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Delta Asset Management's UMH Position: Q1 2019 in Review

Delta Asset Management sold out of UMH Properties (UMH) in Q1 2019, closing a stake of 5,000 shares — an estimated $59K sold.

Delta Asset Management first reported a position in UMH in Q2 2013 and held it in 23 quarters. The position peaked at $85K in Q2 2017. 129 funds tracked by Wall St. Rank hold UMH as of Q1 2019.

Delta Asset Management reported no remaining UMH Properties position as of Q1 2019 after selling out during the quarter.
Delta Asset Management sold 5,000 UMH Properties shares in Q1 2019, an estimated $59K.
Delta Asset Management first reported a position in UMH Properties in Q2 2013 and held it in 23 quarters.
Delta Asset Management's UMH Properties position peaked at $85K in Q2 2017.
129 funds tracked by Wall St. Rank held UMH Properties as of Q1 2019.

Based on Delta Asset Management's 13F filing for Q1 2019, filed 30 Apr 2019.