EI
UMH

EAM Investors’s UMH Properties UMH Stock Holding History

EAM Investors’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
2021
Q4 		– Sell
-80,807
Closed -$1.85M – 380
2021
Q3 		$1.85M Sell
80,807
-14,810
-15% -$346K 0.31% 140
2021
Q2 		$2.09M Buy
+95,617
New +$2.04M 0.32% 121
2017
Q3 		– Sell
-161,203
Closed -$2.75M – 348
2017
Q2 		$2.75M Buy
+161,203
New +$2.66M 0.45% 92
2016
Q4 		– Sell
-153,393
Closed -$1.83M – 369
2016
Q3 		$1.83M Buy
+153,393
New +$1.85M 0.25% 196

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM Investors's UMH Position: Q4 2021 in Review

EAM Investors sold out of UMH Properties (UMH) in Q4 2021, closing a stake of 80,807 shares — an estimated $1.85M sold.

EAM Investors first reported a position in UMH in Q3 2016 and held it in 4 quarters. The position peaked at $2.75M in Q2 2017. 177 funds tracked by Wall St. Rank hold UMH as of Q4 2021.

  • EAM Investors reported no remaining UMH Properties position as of Q4 2021 after selling out during the quarter.
  • EAM Investors sold 80,807 UMH Properties shares in Q4 2021, an estimated $1.85M.
  • EAM Investors first reported a position in UMH Properties in Q3 2016 and held it in 4 quarters.
  • EAM Investors's UMH Properties position peaked at $2.75M in Q2 2017.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q4 2021.

Based on EAM Investors's 13F filing for Q4 2021, filed 11 Feb 2022.