GWS
UMH

Glassman Wealth Services’s UMH Properties UMH Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-22
Closed -$1K – 2007
2022
Q1 		$1K Hold
22
– – ﹤0.01% 1537
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1522
2021
Q3 		$1K Buy
+22
New +$513 ﹤0.01% 1481

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's UMH Position: Q2 2022 in Review

Glassman Wealth Services sold out of UMH Properties (UMH) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in UMH in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 181 funds tracked by Wall St. Rank hold UMH as of Q2 2022.

  • Glassman Wealth Services reported no remaining UMH Properties position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 22 UMH Properties shares in Q2 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in UMH Properties in Q3 2021 and held it in 3 quarters.
  • Glassman Wealth Services's UMH Properties position peaked at $1K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held UMH Properties as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.