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
2021
Q3 		$23K Hold
3
– – 0.01% 776
2021
Q2 		$22K Buy
+3
New +$64 0.01% 789
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Gravity Asset Management's UMH Position: Q3 2021 in Review

Financial Gravity Asset Management held its UMH Properties (UMH) position steady in Q3 2021 at 3 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #776.

Financial Gravity Asset Management first reported a position in UMH in Q3 2019 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold UMH as of Q3 2021.

  • Financial Gravity Asset Management held 3 shares of UMH Properties worth $23K as of Q3 2021.
  • Financial Gravity Asset Management left its UMH Properties share count unchanged in Q3 2021.
  • UMH Properties made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #776 holding.
  • Financial Gravity Asset Management first reported a position in UMH Properties in Q3 2019 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held UMH Properties as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.