FGAM
UMH

Financial Gravity Asset Management’s UMH Properties UMH Stock Holding History

Financial Gravity Asset 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
Q1 		– Sell
-108
Closed -$74 – 1013
2021
Q4 		$74 Buy
108
+105
+3,500% +$2.53K ﹤0.01% 689
2021
Q3 		$23K Hold
3
– – 0.01% 776
2021
Q2 		$22K Buy
+3
New +$64 0.01% 789
2020
Q2 		– Sell
-14
Closed -$151 – 857
2020
Q1 		$151 Sell
14
-20
-59% -$291 ﹤0.01% 806
2019
Q4 		$16K Buy
34
+20
+143% +$302 0.01% 1090
2019
Q3 		$0 Buy
+14
New +$181 ﹤0.01% 1564

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's UMH Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of UMH Properties (UMH) in Q1 2022, closing a stake of 108 shares — an estimated $74 sold.

Financial Gravity Asset Management first reported a position in UMH in Q3 2019 and held it in 6 quarters. The position peaked at $23K in Q3 2021. 192 funds tracked by Wall St. Rank hold UMH as of Q1 2022.

  • Financial Gravity Asset Management reported no remaining UMH Properties position as of Q1 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 108 UMH Properties shares in Q1 2022, an estimated $74.
  • Financial Gravity Asset Management first reported a position in UMH Properties in Q3 2019 and held it in 6 quarters.
  • Financial Gravity Asset Management's UMH Properties position peaked at $23K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held UMH Properties as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.