Highlander Capital Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $486K | Buy |
29,950
+23,000
| +331% | +$352K | 0.17% | 119 |
|
|
2023
Q4 | $106K | Hold |
6,950
| – | – | 0.04% | 283 |
|
|
2023
Q3 | $97K | Buy |
6,950
+6,000
| +632% | +$92.2K | 0.04% | 280 |
|
|
2023
Q2 | $15K | Hold |
950
| – | – | 0.01% | 482 |
|
|
2023
Q1 | $14K | Hold |
950
| – | – | 0.01% | 479 |
|
|
2022
Q4 | $15K | Hold |
950
| – | – | 0.01% | 437 |
|
|
2022
Q3 | $15K | Hold |
950
| – | – | 0.01% | 424 |
|
|
2022
Q2 | $17K | Buy |
950
+500
| +111% | +$10.4K | 0.01% | 424 |
|
|
2022
Q1 | $11K | Sell |
450
-2,000
| -82% | -$48K | 0.01% | 473 |
|
|
2021
Q4 | $67K | Hold |
2,450
| – | – | 0.03% | 253 |
|
|
2021
Q3 | $56K | Hold |
2,450
| – | – | 0.03% | 267 |
|
|
2021
Q2 | $53K | Hold |
2,450
| – | – | 0.03% | 293 |
|
|
2021
Q1 | $47K | Buy |
2,450
+450
| +23% | +$7.58K | 0.02% | 304 |
|
|
2020
Q4 | $30K | Hold |
2,000
| – | – | 0.02% | 359 |
|
|
2020
Q3 | $27K | Sell |
2,000
-3,400
| -63% | -$45.3K | 0.02% | 366 |
|
|
2020
Q2 | $70K | Sell |
5,400
-29,921
| -85% | -$362K | 0.04% | 233 |
|
|
2020
Q1 | $384K | Sell |
35,321
-201
| -0.6% | -$2.92K | 0.28% | 86 |
|
|
2019
Q4 | $559K | Sell |
35,522
-4,005
| -10% | -$60.4K | 0.32% | 75 |
|
|
2019
Q3 | $557K | Sell |
39,527
-4,404
| -10% | -$57.1K | 0.34% | 75 |
|
|
2019
Q2 | $545K | Sell |
43,931
-4,921
| -10% | -$66.3K | 0.33% | 79 |
|
|
2019
Q1 | $688K | Sell |
48,852
-1,000
| -2% | -$13.4K | 0.43% | 66 |
|
|
2018
Q4 | $586K | Sell |
49,852
-6,000
| -11% | -$81.3K | 0.39% | 69 |
|
|
2018
Q3 | $874K | Sell |
55,852
-500
| -0.9% | -$7.86K | 0.49% | 56 |
|
|
2018
Q2 | $865K | Buy |
56,352
+1,550
| +3% | +$21.8K | 0.49% | 58 |
|
|
2018
Q1 | $714K | Buy |
54,802
+27,500
| +101% | +$358K | 0.43% | 68 |
|
|
2017
Q4 | $407K | Buy |
27,302
+1,000
| +4% | +$15.2K | 0.3% | 90 |
|
|
2017
Q3 | $409K | Sell |
26,302
-1,000
| -4% | -$16K | 0.32% | 86 |
|
|
2017
Q2 | $472K | Sell |
27,302
-800
| -3% | -$13.2K | 0.37% | 72 |
|
|
2017
Q1 | $427K | Hold |
28,102
| – | – | 0.35% | 78 |
|
|
2016
Q4 | $423K | Sell |
28,102
-1,000
| -3% | -$12.8K | 0.37% | 77 |
|
|
2016
Q3 | $347K | Buy |
29,102
+750
| +3% | +$9.06K | 0.31% | 92 |
|
|
2016
Q2 | $319K | Buy |
28,352
+800
| +3% | +$8.09K | 0.29% | 100 |
|
|
2016
Q1 | $273K | Sell |
27,552
-4,700
| -15% | -$45.2K | 0.26% | 113 |
|
|
2015
Q4 | $326K | Buy |
32,252
+11,400
| +55% | +$112K | 0.3% | 88 |
|
|
2015
Q3 | $193K | Buy |
20,852
+2,500
| +14% | +$23.8K | 0.18% | 147 |
|
|
2015
Q2 | $180K | Buy |
+18,352
| New | +$184K | 0.16% | 157 |
|
Other funds holding UMH
CCM
PMG
Highlander Capital Management's UMH Position: Q1 2024 in Review
Highlander Capital Management increased its UMH Properties (UMH) stake by 331% in Q1 2024, buying an estimated $352K and bringing the position to 29,950 shares worth $486K. The position accounts for 0.17% of the portfolio, ranked #119.
Highlander Capital Management first reported a position in UMH in Q2 2015 and has held it in 36 quarters since. The position peaked at $874K in Q3 2018. 197 funds tracked by Wall St. Rank hold UMH as of Q1 2024.
- Highlander Capital Management held 29,950 shares of UMH Properties worth $486K as of Q1 2024.
- Highlander Capital Management bought 23,000 UMH Properties shares in Q1 2024, an estimated $352K.
- UMH Properties made up 0.17% of Highlander Capital Management's portfolio in Q1 2024, its #119 holding.
- Highlander Capital Management first reported a position in UMH Properties in Q2 2015 and has held it in 36 quarters since.
- Highlander Capital Management's UMH Properties position peaked at $874K in Q3 2018.
- 197 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.
Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.