Heartland Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150,000
| Closed | -$2.95M | – | 206 |
|
|
2024
Q3 | $2.95M | Sell |
150,000
-150,000
| -50% | -$2.95M | 0.15% | 157 |
|
|
2024
Q2 | $4.8M | Hold |
300,000
| – | – | 0.27% | 129 |
|
|
2024
Q1 | $4.87M | Sell |
300,000
-298,400
| -50% | -$4.85M | 0.26% | 132 |
|
|
2023
Q4 | $9.17M | Buy |
598,400
+5,650
| +1% | +$86.6K | 0.48% | 87 |
|
|
2023
Q3 | $8.31M | Hold |
592,750
| – | – | 0.47% | 99 |
|
|
2023
Q2 | $9.47M | Buy |
592,750
+500
| +0.1% | +$7.99K | 0.54% | 86 |
|
|
2023
Q1 | $8.76M | Buy |
592,250
+48,150
| +9% | +$712K | 0.54% | 84 |
|
|
2022
Q4 | $8.76M | Buy |
544,100
+194,100
| +55% | +$3.13M | 0.55% | 81 |
|
|
2022
Q3 | $5.65M | Buy |
+350,000
| New | +$5.65M | 0.42% | 98 |
|