Federated Hermes
UMH

Federated Hermes’s UMH Properties UMH Stock Holding History

Federated Hermes’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
2024
Q3 		– Sell
-1,319
Closed -$21.1K – 2169
2024
Q2 		$21.1K Sell
1,319
-431
-25% -$6.71K ﹤0.01% 1711
2024
Q1 		$28.4K Buy
1,750
+10
+0.6% +$153 ﹤0.01% 1686
2023
Q4 		$26.7K Sell
1,740
-309
-15% -$4.45K ﹤0.01% 1720
2023
Q3 		$28.7K Sell
2,049
-30
-1% -$461 ﹤0.01% 1737
2023
Q2 		$33.2K Sell
2,079
-1,863
-47% -$28.8K ﹤0.01% 1732
2023
Q1 		$58.3K Buy
3,942
+482
+14% +$7.92K ﹤0.01% 1721
2022
Q4 		$55.7K Buy
3,460
+1,046
+43% +$17.6K ﹤0.01% 1703
2022
Q3 		$39K Buy
2,414
+856
+55% +$16.1K ﹤0.01% 1703
2022
Q2 		$28K Sell
1,558
-1,639
-51% -$34.1K ﹤0.01% 1738
2022
Q1 		$79K Buy
3,197
+1,920
+150% +$46.1K ﹤0.01% 1678
2021
Q4 		$35K Buy
1,277
+1,152
+922% +$27.8K ﹤0.01% 1826
2021
Q3 		$3K Hold
125
– – ﹤0.01% 2073
2021
Q2 		$3K Buy
+125
New +$2.66K ﹤0.01% 2086
2020
Q1 		– Sell
-6
Closed -$1K – 2356
2019
Q4 		$1K Buy
+6
New +$90 ﹤0.01% 2145

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes's UMH Position: Q3 2024 in Review

Federated Hermes sold out of UMH Properties (UMH) in Q3 2024, closing a stake of 1,319 shares — an estimated $21.1K sold.

Federated Hermes first reported a position in UMH in Q4 2019 and held it in 14 quarters. The position peaked at $79K in Q1 2022. 222 funds tracked by Wall St. Rank hold UMH as of Q3 2024.

  • Federated Hermes reported no remaining UMH Properties position as of Q3 2024 after selling out during the quarter.
  • Federated Hermes sold 1,319 UMH Properties shares in Q3 2024, an estimated $21.1K.
  • Federated Hermes first reported a position in UMH Properties in Q4 2019 and held it in 14 quarters.
  • Federated Hermes's UMH Properties position peaked at $79K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held UMH Properties as of Q3 2024.

Based on Federated Hermes's 13F filing for Q3 2024, filed 13 Nov 2024.