Fidelity Investments’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8M | Buy |
2,726,944
+818
| +0% | +$13.7K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $51M | Buy |
2,726,126
+1,300
| +0% | +$24.3K | ﹤0.01% | 1352 |
|
|
2024
Q4 | $51.4M | Sell |
2,724,826
-5,069
| -0.2% | -$95.7K | ﹤0.01% | 1369 |
|
|
2024
Q3 | $53.7M | Buy |
2,729,895
+526
| +0% | +$10.3K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $43.6M | Buy |
2,729,369
+472
| +0% | +$7.55K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $44.3M | Buy |
2,728,897
+81
| +0% | +$1.32K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $41.8M | Buy |
2,728,816
+1,679
| +0.1% | +$25.7K | ﹤0.01% | 1357 |
|
|
2023
Q3 | $38.2M | Sell |
2,727,137
-30,746
| -1% | -$431K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $44.1M | Buy |
2,757,883
+2,277
| +0.1% | +$36.4K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $40.8M | Sell |
2,755,606
-30,224
| -1% | -$447K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $44.9M | Sell |
2,785,830
-574
| -0% | -$9.24K | ﹤0.01% | 1295 |
|
|
2022
Q3 | $45M | Sell |
2,786,404
-2,415
| -0.1% | -$39K | ﹤0.01% | 1283 |
|
|
2022
Q2 | $49.3M | Buy |
2,788,819
+258,562
| +10% | +$4.57M | ﹤0.01% | 1268 |
|
|
2022
Q1 | $62.2M | Buy |
2,530,257
+134,166
| +6% | +$3.3M | 0.01% | 1305 |
|
|
2021
Q4 | $65.5M | Hold |
2,396,091
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q3 | $54.9M | Sell |
2,396,091
-9
| -0% | -$206 | ﹤0.01% | 1373 |
|
|
2021
Q2 | $52.3M | Buy |
2,396,100
+614
| +0% | +$13.4K | ﹤0.01% | 1406 |
|
|
2021
Q1 | $45.9M | Sell |
2,395,486
-30,011
| -1% | -$575K | ﹤0.01% | 1444 |
|
|
2020
Q4 | $35.9M | Buy |
2,425,497
+30,001
| +1% | +$444K | ﹤0.01% | 1461 |
|
|
2020
Q3 | $32.4M | Buy |
2,395,496
+512,624
| +27% | +$6.94M | ﹤0.01% | 1366 |
|
|
2020
Q2 | $24.3M | Sell |
1,882,872
-254,886
| -12% | -$3.3M | ﹤0.01% | 1467 |
|
|
2020
Q1 | $23.2M | Sell |
2,137,758
-427,631
| -17% | -$4.64M | ﹤0.01% | 1343 |
|
|
2019
Q4 | $40.4M | Sell |
2,565,389
-254,441
| -9% | -$4M | ﹤0.01% | 1301 |
|
|
2019
Q3 | $39.7M | Buy |
2,819,830
+367,500
| +15% | +$5.17M | ﹤0.01% | 1281 |
|
|
2019
Q2 | $30.4M | Buy |
2,452,330
+892,592
| +57% | +$11.1M | ﹤0.01% | 1443 |
|
|
2019
Q1 | $22M | Buy |
1,559,738
+1,035,919
| +198% | +$14.6M | ﹤0.01% | 1564 |
|
|
2018
Q4 | $6.2M | Buy |
523,819
+523,426
| +133,187% | +$6.2M | ﹤0.01% | 1961 |
|
|
2018
Q3 | $6K | Buy |
+393
| New | +$6K | ﹤0.01% | 3231 |
|