DCM
UMH

Driehaus Capital Management’s UMH Properties UMH Stock Holding History

Driehaus Capital 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
Q2 		– Sell
-16,700
Closed -$235K – 543
2019
Q1 		$235K Buy
+16,700
New +$224K 0.01% 373
2018
Q3 		– Sell
-25,725
Closed -$395K – 550
2018
Q2 		$395K Sell
25,725
-24,441
-49% -$344K 0.01% 410
2018
Q1 		$673K Buy
+50,166
New +$653K 0.02% 377

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Driehaus Capital Management's UMH Position: Q2 2019 in Review

Driehaus Capital Management sold out of UMH Properties (UMH) in Q2 2019, closing a stake of 16,700 shares — an estimated $235K sold.

Driehaus Capital Management first reported a position in UMH in Q1 2018 and held it in 3 quarters. The position peaked at $673K in Q1 2018. 136 funds tracked by Wall St. Rank hold UMH as of Q2 2019.

  • Driehaus Capital Management reported no remaining UMH Properties position as of Q2 2019 after selling out during the quarter.
  • Driehaus Capital Management sold 16,700 UMH Properties shares in Q2 2019, an estimated $235K.
  • Driehaus Capital Management first reported a position in UMH Properties in Q1 2018 and held it in 3 quarters.
  • Driehaus Capital Management's UMH Properties position peaked at $673K in Q1 2018.
  • 136 funds tracked by Wall St. Rank held UMH Properties as of Q2 2019.

Based on Driehaus Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.