IEQ Capital’s UMH Properties UMH Stock Holding History

IEQ Capital’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 Q2	–	Sell	-10,000	Closed	-$109K	–	399
2020 Q1	$109K	Hold	10,000	–	–	0.01%	355
2019 Q4	$157K	Buy	+10,000	New	+$151K	0.01%	388

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's UMH Position: Q2 2020 in Review

IEQ Capital sold out of UMH Properties (UMH) in Q2 2020, closing a stake of 10,000 shares — an estimated $109K sold.

IEQ Capital first reported a position in UMH in Q4 2019 and held it in 2 quarters. The position peaked at $157K in Q4 2019. 123 funds tracked by Wall St. Rank hold UMH as of Q2 2020.

IEQ Capital reported no remaining UMH Properties position as of Q2 2020 after selling out during the quarter.
IEQ Capital sold 10,000 UMH Properties shares in Q2 2020, an estimated $109K.
IEQ Capital first reported a position in UMH Properties in Q4 2019 and held it in 2 quarters.
IEQ Capital's UMH Properties position peaked at $157K in Q4 2019.
123 funds tracked by Wall St. Rank held UMH Properties as of Q2 2020.

Based on IEQ Capital's 13F filing for Q2 2020, filed 31 Jul 2020.