Lazard Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,087
| Closed | -$39K | – | 2590 |
|
|
2024
Q4 | $39K | Sell |
2,087
-132
| -6% | -$2.47K | ﹤0.01% | 2019 |
|
|
2024
Q3 | $43K | Sell |
2,219
-5,406
| -71% | -$105K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $121K | Sell |
7,625
-703
| -8% | -$11.2K | ﹤0.01% | 1697 |
|
|
2024
Q1 | $135K | Sell |
8,328
-507
| -6% | -$8.22K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $135K | Buy |
8,835
+498
| +6% | +$7.61K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $116K | Buy |
8,337
+2,789
| +50% | +$38.8K | ﹤0.01% | 1580 |
|
|
2023
Q2 | $88K | Buy |
5,548
+1,174
| +27% | +$18.6K | ﹤0.01% | 1627 |
|
|
2023
Q1 | $64K | Buy |
4,374
+1,674
| +62% | +$24.5K | ﹤0.01% | 1714 |
|
|
2022
Q4 | $43K | Sell |
2,700
-1,428
| -35% | -$22.7K | ﹤0.01% | 1892 |
|
|
2022
Q3 | $66K | Sell |
4,128
-265,964
| -98% | -$4.25M | ﹤0.01% | 1673 |
|
|
2022
Q2 | $4.77M | Sell |
270,092
-48,618
| -15% | -$858K | 0.01% | 748 |
|
|
2022
Q1 | $7.84M | Buy |
318,710
+316,274
| +12,983% | +$7.78M | 0.01% | 665 |
|
|
2021
Q4 | $66K | Buy |
2,436
+362
| +17% | +$9.81K | ﹤0.01% | 1623 |
|
|
2021
Q3 | $47K | Sell |
2,074
-159
| -7% | -$3.6K | ﹤0.01% | 1712 |
|
|
2021
Q2 | $48K | Hold |
2,233
| – | – | ﹤0.01% | 1615 |
|
|
2021
Q1 | $42K | Hold |
2,233
| – | – | ﹤0.01% | 1520 |
|
|
2020
Q4 | $33K | Buy |
+2,233
| New | +$33K | ﹤0.01% | 1538 |
|