LF
UMH

Lee Financial’s UMH Properties UMH Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-30,882
Closed -$433K – 924
2023
Q3 		$433K Sell
30,882
-2,280
-7% -$35.1K 0.08% 97
2023
Q2 		$530K Hold
33,162
– – 0.09% 84
2023
Q1 		$490K Sell
33,162
-5,150
-13% -$84.6K 0.08% 85
2022
Q4 		$617K Buy
38,312
+120
+0.3% +$2.02K 0.11% 87
2022
Q3 		$616K Hold
38,192
– – 0.12% 84
2022
Q2 		$674K Buy
38,192
+12,905
+51% +$268K 0.12% 78
2022
Q1 		$622K Buy
25,287
+15
+0.1% +$360 0.11% 86
2021
Q4 		$691K Buy
+25,272
New +$609K 0.13% 80

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Lee Financial's UMH Position: Q4 2023 in Review

Lee Financial sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 30,882 shares — an estimated $433K sold.

Lee Financial first reported a position in UMH in Q4 2021 and held it in 8 quarters. The position peaked at $691K in Q4 2021. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

  • Lee Financial reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 30,882 UMH Properties shares in Q4 2023, an estimated $433K.
  • Lee Financial first reported a position in UMH Properties in Q4 2021 and held it in 8 quarters.
  • Lee Financial's UMH Properties position peaked at $691K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.