KOCAA
UMH

Knights of Columbus Asset Advisors’s UMH Properties UMH Stock Holding History

Knights of Columbus Asset Advisors’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
Q4 		– Sell
-23,195
Closed -$456K – 421
2024
Q3 		$456K Sell
23,195
-41,494
-64% -$772K 0.03% 272
2024
Q2 		$1.03M Sell
64,689
-60,604
-48% -$943K 0.07% 259
2024
Q1 		$2.03M Sell
125,293
-119,276
-49% -$1.83M 0.15% 197
2023
Q4 		$3.75M Buy
244,569
+124,019
+103% +$1.79M 0.24% 185
2023
Q3 		$1.69M Buy
120,550
+3,312
+3% +$50.9K 0.15% 196
2023
Q2 		$1.87M Buy
117,238
+261
+0.2% +$4.04K 0.17% 195
2023
Q1 		$1.73M Sell
116,977
-114,006
-49% -$1.87M 0.17% 198
2022
Q4 		$3.72M Buy
230,983
+11,546
+5% +$194K 0.39% 81
2022
Q3 		$3.54M Buy
219,437
+13,710
+7% +$257K 0.36% 90
2022
Q2 		$3.63M Buy
205,727
+2,371
+1% +$49.3K 0.36% 88
2022
Q1 		$5M Buy
203,356
+1,562
+0.8% +$37.5K 0.43% 78
2021
Q4 		$5.51M Buy
201,794
+2,539
+1% +$61.2K 0.45% 71
2021
Q3 		$4.56M Buy
199,255
+100,214
+101% +$2.34M 0.41% 89
2021
Q2 		$2.16M Buy
99,041
+981
+1% +$20.9K 0.2% 171
2021
Q1 		$1.88M Sell
98,060
-1,456
-1% -$24.5K 0.18% 188
2020
Q4 		$1.47M Hold
99,516
– – 0.16% 230
2020
Q3 		$1.35M Buy
+99,516
New +$1.33M 0.17% 201

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Knights of Columbus Asset Advisors's UMH Position: Q4 2024 in Review

Knights of Columbus Asset Advisors sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 23,195 shares — an estimated $456K sold.

Knights of Columbus Asset Advisors first reported a position in UMH in Q3 2020 and held it in 17 quarters. The position peaked at $5.51M in Q4 2021. 232 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • Knights of Columbus Asset Advisors reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 23,195 UMH Properties shares in Q4 2024, an estimated $456K.
  • Knights of Columbus Asset Advisors first reported a position in UMH Properties in Q3 2020 and held it in 17 quarters.
  • Knights of Columbus Asset Advisors's UMH Properties position peaked at $5.51M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.