FAF
UMH

Första AP-fonden’s UMH Properties UMH Stock Holding History

Första AP-fonden’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
2019
Q4 		– Sell
-14,100
Closed -$199K – 333
2019
Q3 		$199K Hold
14,100
– – 0.01% 331
2019
Q2 		$175K Hold
14,100
– – 0.01% 297
2019
Q1 		$199K Buy
14,100
+2,000
+17% +$26.8K 0.01% 296
2018
Q4 		$143K Hold
12,100
– – 0.01% 314
2018
Q3 		$189K Sell
12,100
-7,600
-39% -$119K 0.01% 331
2018
Q2 		$302K Sell
19,700
-1,200
-6% -$16.9K 0.01% 337
2018
Q1 		$280K Sell
20,900
-300
-1% -$3.91K 0.01% 338
2017
Q4 		$316K Sell
21,200
-8,500
-29% -$129K 0.01% 313
2017
Q3 		$462K Buy
+29,700
New +$475K 0.02% 302

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Första AP-fonden's UMH Position: Q4 2019 in Review

Första AP-fonden sold out of UMH Properties (UMH) in Q4 2019, closing a stake of 14,100 shares — an estimated $199K sold.

Första AP-fonden first reported a position in UMH in Q3 2017 and held it in 9 quarters. The position peaked at $462K in Q3 2017. 128 funds tracked by Wall St. Rank hold UMH as of Q4 2019.

  • Första AP-fonden reported no remaining UMH Properties position as of Q4 2019 after selling out during the quarter.
  • Första AP-fonden sold 14,100 UMH Properties shares in Q4 2019, an estimated $199K.
  • Första AP-fonden first reported a position in UMH Properties in Q3 2017 and held it in 9 quarters.
  • Första AP-fonden's UMH Properties position peaked at $462K in Q3 2017.
  • 128 funds tracked by Wall St. Rank held UMH Properties as of Q4 2019.

Based on Första AP-fonden's 13F filing for Q4 2019, filed 12 Feb 2020.