DWA
UMH

Dorsey Wright & Associates’s UMH Properties UMH Stock Holding History

Dorsey Wright & Associates’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
2020
Q3 		– Sell
-626
Closed -$8K – 364
2020
Q2 		$8K Hold
626
– – ﹤0.01% 298
2020
Q1 		$7K Buy
+626
New +$9.1K ﹤0.01% 225

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dorsey Wright & Associates's UMH Position: Q3 2020 in Review

Dorsey Wright & Associates sold out of UMH Properties (UMH) in Q3 2020, closing a stake of 626 shares — an estimated $8K sold.

Dorsey Wright & Associates first reported a position in UMH in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 127 funds tracked by Wall St. Rank hold UMH as of Q3 2020.

  • Dorsey Wright & Associates reported no remaining UMH Properties position as of Q3 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 626 UMH Properties shares in Q3 2020, an estimated $8K.
  • Dorsey Wright & Associates first reported a position in UMH Properties in Q1 2020 and held it in 2 quarters.
  • Dorsey Wright & Associates's UMH Properties position peaked at $8K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held UMH Properties as of Q3 2020.

Based on Dorsey Wright & Associates's 13F filing for Q3 2020, filed 28 Oct 2020.