FCH
UMH

Freestone Capital Holdings’s UMH Properties UMH Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-100
Closed -$1.35K – 1325
2020
Q3 		$1.35K Buy
+100
New +$1.33K ﹤0.01% 1081

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freestone Capital Holdings's UMH Position: Q4 2020 in Review

Freestone Capital Holdings sold out of UMH Properties (UMH) in Q4 2020, closing a stake of 100 shares — an estimated $1.35K sold.

Freestone Capital Holdings first reported a position in UMH in Q3 2020 and held it in 1 quarter. The position peaked at $1.35K in Q3 2020. 131 funds tracked by Wall St. Rank hold UMH as of Q4 2020.

  • Freestone Capital Holdings reported no remaining UMH Properties position as of Q4 2020 after selling out during the quarter.
  • Freestone Capital Holdings sold 100 UMH Properties shares in Q4 2020, an estimated $1.35K.
  • Freestone Capital Holdings first reported a position in UMH Properties in Q3 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's UMH Properties position peaked at $1.35K in Q3 2020.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q4 2020.

Based on Freestone Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.