Dupont Capital Management’s UMH Properties UMH Stock Holding History

Dupont 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
2023 Q3	–	Sell	-11,946	Closed	-$191K	–	540
2023 Q2	$191K	Buy	+11,946	New	+$185K	0.01%	389
2022 Q2	–	Sell	-28,418	Closed	-$699K	–	1771
2022 Q1	$699K	Hold	28,418	–	–	0.03%	636
2021 Q4	$777K	Buy	28,418 +5,777	+26%	+$139K	0.03%	637
2021 Q3	$518K	Sell	22,641 -7,741	-25%	-$181K	0.02%	836
2021 Q2	$663K	Hold	30,382	–	–	0.02%	830
2021 Q1	$582K	Buy	+30,382	New	+$512K	0.01%	852
2020 Q2	–	Sell	-64,407	Closed	-$699K	–	1425
2020 Q1	$699K	Buy	64,407 +34,528	+116%	+$502K	0.02%	562
2019 Q4	$470K	Buy	+29,879	New	+$451K	0.01%	873

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dupont Capital Management's UMH Position: Q3 2023 in Review

Dupont Capital Management sold out of UMH Properties (UMH) in Q3 2023, closing a stake of 11,946 shares — an estimated $191K sold.

Dupont Capital Management first reported a position in UMH in Q4 2019 and held it in 8 quarters. The position peaked at $777K in Q4 2021. 188 funds tracked by Wall St. Rank hold UMH as of Q3 2023.

Dupont Capital Management reported no remaining UMH Properties position as of Q3 2023 after selling out during the quarter.
Dupont Capital Management sold 11,946 UMH Properties shares in Q3 2023, an estimated $191K.
Dupont Capital Management first reported a position in UMH Properties in Q4 2019 and held it in 8 quarters.
Dupont Capital Management's UMH Properties position peaked at $777K in Q4 2021.
188 funds tracked by Wall St. Rank held UMH Properties as of Q3 2023.

Based on Dupont Capital Management's 13F filing for Q3 2023, filed 27 Oct 2023.