Dynamic Technology Lab’s UMH Properties UMH Stock Holding History

Dynamic Technology Lab’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 Q4	–	Sell	-17,586	Closed	-$247K	–	1418
2023 Q3	$247K	Buy	+17,586	New	+$270K	0.02%	727
2023 Q2	–	Sell	-34,645	Closed	-$512K	–	1436
2023 Q1	$512K	Buy	34,645 +19,261	+125%	+$316K	0.05%	617
2022 Q4	$248K	Buy	+15,384	New	+$259K	0.02%	840
2022 Q3	–	Sell	-14,122	Closed	-$249K	–	1541
2022 Q2	$249K	Buy	14,122 +4,591	+48%	+$95.4K	0.03%	835
2022 Q1	$235K	Buy	+9,531	New	+$229K	0.03%	894
2018 Q2	–	Sell	-11,986	Closed	-$160K	–	1337
2018 Q1	$160K	Buy	+11,986	New	+$156K	0.02%	926
2016 Q2	–	Sell	-12,245	Closed	-$121K	–	1170
2016 Q1	$121K	Buy	+12,245	New	+$118K	0.03%	822
2015 Q2	–	Sell	-17,256	Closed	-$174K	–	954
2015 Q1	$174K	Buy	17,256 +2,053	+14%	+$19.9K	0.08%	546
2014 Q4	$145K	Buy	+15,203	New	+$146K	0.07%	534

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

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

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dynamic Technology Lab's UMH Position: Q4 2023 in Review

Dynamic Technology Lab sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 17,586 shares — an estimated $247K sold.

Dynamic Technology Lab first reported a position in UMH in Q4 2014 and held it in 9 quarters. The position peaked at $512K in Q1 2023. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

Dynamic Technology Lab reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
Dynamic Technology Lab sold 17,586 UMH Properties shares in Q4 2023, an estimated $247K.
Dynamic Technology Lab first reported a position in UMH Properties in Q4 2014 and held it in 9 quarters.
Dynamic Technology Lab's UMH Properties position peaked at $512K in Q1 2023.
200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on Dynamic Technology Lab's 13F filing for Q4 2023, filed 9 Feb 2024.