KCPG
UMH

Kavar Capital Partners Group’s UMH Properties UMH Stock Holding History

Kavar Capital Partners Group’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
2019
Q3 		– Sell
-650
Closed -$8K – 428
2019
Q2 		$8K Buy
+650
New +$8.75K ﹤0.01% 392

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Kavar Capital Partners Group's UMH Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of UMH Properties (UMH) in Q3 2019, closing a stake of 650 shares — an estimated $8K sold.

Kavar Capital Partners Group first reported a position in UMH in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 132 funds tracked by Wall St. Rank hold UMH as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining UMH Properties position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 650 UMH Properties shares in Q3 2019, an estimated $8K.
  • Kavar Capital Partners Group first reported a position in UMH Properties in Q2 2019 and held it in 1 quarter.
  • Kavar Capital Partners Group's UMH Properties position peaked at $8K in Q2 2019.
  • 132 funds tracked by Wall St. Rank held UMH Properties as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.