Lido Advisors
UMH

Lido Advisors’s UMH Properties UMH Stock Holding History

Lido 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
2020
Q2 		– Sell
-16,000
Closed -$174K – 669
2020
Q1 		$174K Buy
16,000
+1,000
+7% +$14.5K 0.01% 530
2019
Q4 		$236K Sell
15,000
-30,000
-67% -$452K 0.01% 576
2019
Q3 		$634K Buy
+45,000
New +$583K 0.03% 287

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's UMH Position: Q2 2020 in Review

Lido Advisors sold out of UMH Properties (UMH) in Q2 2020, closing a stake of 16,000 shares — an estimated $174K sold.

Lido Advisors first reported a position in UMH in Q3 2019 and held it in 3 quarters. The position peaked at $634K in Q3 2019. 123 funds tracked by Wall St. Rank hold UMH as of Q2 2020.

  • Lido Advisors reported no remaining UMH Properties position as of Q2 2020 after selling out during the quarter.
  • Lido Advisors sold 16,000 UMH Properties shares in Q2 2020, an estimated $174K.
  • Lido Advisors first reported a position in UMH Properties in Q3 2019 and held it in 3 quarters.
  • Lido Advisors's UMH Properties position peaked at $634K in Q3 2019.
  • 123 funds tracked by Wall St. Rank held UMH Properties as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.