ES
UMH

Eagle Strategies’s UMH Properties UMH Stock Holding History

Eagle Strategies’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
2022
Q2 		– Sell
-37,637
Closed -$925K – 165
2022
Q1 		$925K Buy
37,637
+361
+1% +$8.67K 0.36% 56
2021
Q4 		$1.02M Buy
+37,276
New +$898K 0.4% 58

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Strategies's UMH Position: Q2 2022 in Review

Eagle Strategies sold out of UMH Properties (UMH) in Q2 2022, closing a stake of 37,637 shares — an estimated $925K sold.

Eagle Strategies first reported a position in UMH in Q4 2021 and held it in 2 quarters. The position peaked at $1.02M in Q4 2021. 181 funds tracked by Wall St. Rank hold UMH as of Q2 2022.

  • Eagle Strategies reported no remaining UMH Properties position as of Q2 2022 after selling out during the quarter.
  • Eagle Strategies sold 37,637 UMH Properties shares in Q2 2022, an estimated $925K.
  • Eagle Strategies first reported a position in UMH Properties in Q4 2021 and held it in 2 quarters.
  • Eagle Strategies's UMH Properties position peaked at $1.02M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held UMH Properties as of Q2 2022.

Based on Eagle Strategies's 13F filing for Q2 2022, filed 10 Aug 2022.