Financial Architects (New Jersey)’s UMH Properties UMH Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-855	Closed	-$11K	–	742
2020 Q2	$11K	Hold	855	–	–	﹤0.01%	639
2020 Q1	$9K	Hold	855	–	–	﹤0.01%	647
2019 Q4	$13K	Hold	855	–	–	﹤0.01%	641
2019 Q3	$12K	Hold	855	–	–	﹤0.01%	701
2019 Q2	$11K	Buy	+855	New	+$11.5K	﹤0.01%	874
2019 Q1	–	Hold	0	–	–	–	1265
2018 Q4	–	Hold	0	–	–	–	1208
2018 Q3	–	Hold	0	–	–	–	1266

Other funds holding UMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s UMH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of UMH Properties (UMH) in Q3 2020, closing a stake of 855 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in UMH in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 127 funds tracked by Wall St. Rank hold UMH as of Q3 2020.

Financial Architects (New Jersey) reported no remaining UMH Properties position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 855 UMH Properties shares in Q3 2020, an estimated $11K.
Financial Architects (New Jersey) first reported a position in UMH Properties in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s UMH Properties position peaked at $13K in Q4 2019.
127 funds tracked by Wall St. Rank held UMH Properties as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.