HPC
UMH

HM Payson & Co’s UMH Properties UMH Stock Holding History

HM Payson & Co’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
2024
Q1 		– Sell
-600
Closed -$9.19K – 1011
2023
Q4 		$9.19K Hold
600
– – ﹤0.01% 827
2023
Q3 		$8.41K Hold
600
– – ﹤0.01% 839
2023
Q2 		$9.59K Hold
600
– – ﹤0.01% 808
2023
Q1 		$8.87K Hold
600
– – ﹤0.01% 807
2022
Q4 		$9.66K Hold
600
– – ﹤0.01% 744
2022
Q3 		$10K Hold
600
– – ﹤0.01% 779
2022
Q2 		$11K Hold
600
– – ﹤0.01% 799
2022
Q1 		$15K Hold
600
– – ﹤0.01% 799
2021
Q4 		$16K Buy
+600
New +$14.5K ﹤0.01% 806

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

HM Payson & Co's UMH Position: Q1 2024 in Review

HM Payson & Co sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 600 shares — an estimated $9.19K sold.

HM Payson & Co first reported a position in UMH in Q4 2021 and held it in 9 quarters. The position peaked at $16K in Q4 2021. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

  • HM Payson & Co reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 600 UMH Properties shares in Q1 2024, an estimated $9.19K.
  • HM Payson & Co first reported a position in UMH Properties in Q4 2021 and held it in 9 quarters.
  • HM Payson & Co's UMH Properties position peaked at $16K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.