FM
UMH

Family Management’s UMH Properties UMH Stock Holding History

Family 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
2022
Q4 		– Sell
-10,694
Closed -$173K – 188
2022
Q3 		$173K Sell
10,694
-4,618
-30% -$86.7K 0.04% 129
2022
Q2 		$270K Sell
15,312
-32
-0.2% -$665 0.07% 123
2022
Q1 		$377K Buy
15,344
+127
+0.8% +$3.05K 0.1% 111
2021
Q4 		$416K Buy
+15,217
New +$367K 0.11% 117

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Family Management's UMH Position: Q4 2022 in Review

Family Management sold out of UMH Properties (UMH) in Q4 2022, closing a stake of 10,694 shares — an estimated $173K sold.

Family Management first reported a position in UMH in Q4 2021 and held it in 4 quarters. The position peaked at $416K in Q4 2021. 173 funds tracked by Wall St. Rank hold UMH as of Q4 2022.

  • Family Management reported no remaining UMH Properties position as of Q4 2022 after selling out during the quarter.
  • Family Management sold 10,694 UMH Properties shares in Q4 2022, an estimated $173K.
  • Family Management first reported a position in UMH Properties in Q4 2021 and held it in 4 quarters.
  • Family Management's UMH Properties position peaked at $416K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held UMH Properties as of Q4 2022.

Based on Family Management's 13F filing for Q4 2022, filed 14 Feb 2023.