Fieldpoint Private Securities’s UMH Properties UMH Stock Holding History

Fieldpoint Private Securities’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	$40K	Sell	2,265 -79	-3%	-$1.64K	0.01%	527
2022 Q1	$58K	Buy	2,344 +267	+13%	+$6.41K	0.01%	555
2021 Q4	$57K	Buy	2,077 +66	+3%	+$1.59K	0.01%	572
2021 Q3	$46K	Buy	2,011 +2	+0.1%	+$47	0.01%	602
2021 Q2	$47K	Buy	2,009 +376	+23%	+$8.01K	0.01%	599
2021 Q1	$31K	Buy	+1,633	New	+$27.5K	0.01%	682

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fieldpoint Private Securities's UMH Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its UMH Properties (UMH) stake by 3.4% in Q2 2022, selling an estimated $1.64K and leaving 2,265 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #527.

Fieldpoint Private Securities first reported a position in UMH in Q1 2021 and has held it in 6 quarters since. The position peaked at $58K in Q1 2022. 182 funds tracked by Wall St. Rank hold UMH as of Q2 2022.

Fieldpoint Private Securities held 2,265 shares of UMH Properties worth $40K as of Q2 2022.
Fieldpoint Private Securities sold 79 UMH Properties shares in Q2 2022, an estimated $1.64K.
UMH Properties made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #527 holding.
Fieldpoint Private Securities first reported a position in UMH Properties in Q1 2021 and has held it in 6 quarters since.
Fieldpoint Private Securities's UMH Properties position peaked at $58K in Q1 2022.
182 funds tracked by Wall St. Rank held UMH Properties as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.