Kovitz Investment Group Partners
UMH

Kovitz Investment Group Partners’s UMH Properties UMH Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-10,000
Closed -$160K – 1103
2024
Q2 		$160K Hold
10,000
– – ﹤0.01% 800
2024
Q1 		$162K Hold
10,000
– – ﹤0.01% 640
2023
Q4 		$153K Hold
10,000
– – ﹤0.01% 406
2023
Q3 		$140K Hold
10,000
– – ﹤0.01% 389
2023
Q2 		$160K Buy
+10,000
New +$155K ﹤0.01% 402

Other funds holding UMH

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's UMH Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of UMH Properties (UMH) in Q3 2024, closing a stake of 10,000 shares — an estimated $160K sold.

Kovitz Investment Group Partners first reported a position in UMH in Q2 2023 and held it in 5 quarters. The position peaked at $162K in Q1 2024. 222 funds tracked by Wall St. Rank hold UMH as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining UMH Properties position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,000 UMH Properties shares in Q3 2024, an estimated $160K.
  • Kovitz Investment Group Partners first reported a position in UMH Properties in Q2 2023 and held it in 5 quarters.
  • Kovitz Investment Group Partners's UMH Properties position peaked at $162K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held UMH Properties as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.