Loomis, Sayles & Company’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Hold |
1,560
| – | – | ﹤0.01% | 682 |
|
|
2025
Q1 | $29K | Sell |
1,560
-871
| -36% | -$16.2K | ﹤0.01% | 686 |
|
|
2024
Q4 | $46K | Hold |
2,431
| – | – | ﹤0.01% | 673 |
|
|
2024
Q3 | $48K | Buy |
2,431
+2,346
| +2,760% | +$46.3K | ﹤0.01% | 639 |
|
|
2024
Q2 | $1K | Sell |
85
-1,328
| -94% | -$15.6K | ﹤0.01% | 703 |
|
|
2024
Q1 | $23K | Buy |
1,413
+1,328
| +1,562% | +$21.6K | ﹤0.01% | 657 |
|
|
2023
Q4 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 968 |
|
|
2022
Q4 | – | Sell |
-377,833
| Closed | -$6.1M | – | 986 |
|
|
2022
Q3 | $6.1M | Buy |
377,833
+377,765
| +555,537% | +$6.1M | 0.01% | 348 |
|
|
2022
Q2 | $1K | Buy |
68
+7
| +11% | +$103 | ﹤0.01% | 954 |
|
|
2022
Q1 | $1K | Sell |
61
-911
| -94% | -$14.9K | ﹤0.01% | 997 |
|
|
2021
Q4 | $27K | Hold |
972
| – | – | ﹤0.01% | 655 |
|
|
2021
Q3 | $22K | Buy |
972
+351
| +57% | +$7.94K | ﹤0.01% | 681 |
|
|
2021
Q2 | $14K | Buy |
+621
| New | +$14K | ﹤0.01% | 716 |
|
|
2020
Q4 | – | Sell |
-346
| Closed | -$5K | – | 829 |
|
|
2020
Q3 | $5K | Buy |
+346
| New | +$5K | ﹤0.01% | 630 |
|
|
2019
Q4 | – | Sell |
-2,653
| Closed | -$37K | – | 764 |
|
|
2019
Q3 | $37K | Buy |
2,653
+849
| +47% | +$11.8K | ﹤0.01% | 680 |
|
|
2019
Q2 | $22K | Sell |
1,804
-708
| -28% | -$8.63K | ﹤0.01% | 545 |
|
|
2019
Q1 | $35K | Buy |
2,512
+401
| +19% | +$5.59K | ﹤0.01% | 562 |
|
|
2018
Q4 | $25K | Hold |
2,111
| – | – | ﹤0.01% | 648 |
|
|
2018
Q3 | $33K | Sell |
2,111
-102
| -5% | -$1.6K | ﹤0.01% | 657 |
|
|
2018
Q2 | $34K | Sell |
2,213
-261
| -11% | -$4.01K | ﹤0.01% | 681 |
|
|
2018
Q1 | $33K | Buy |
+2,474
| New | +$33K | ﹤0.01% | 677 |
|