MGIM
UMH

M&G Investment Management’s UMH Properties UMH Stock Holding History

M&G Investment Management’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 		$163K Sell
10,895
-813
-7% -$11.7K ﹤0.01% 336
2023
Q3 		$164K Buy
+11,708
New +$180K ﹤0.01% 338

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

M&G Investment Management's UMH Position: Q4 2023 in Review

M&G Investment Management reduced its UMH Properties (UMH) stake by 6.9% in Q4 2023, selling an estimated $11.7K and leaving 10,895 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

M&G Investment Management first reported a position in UMH in Q3 2023 and has held it in 2 quarters since. The position peaked at $164K in Q3 2023. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

  • M&G Investment Management held 10,895 shares of UMH Properties worth $163K as of Q4 2023.
  • M&G Investment Management sold 813 UMH Properties shares in Q4 2023, an estimated $11.7K.
  • UMH Properties made up ﹤0.01% of M&G Investment Management's portfolio in Q4 2023, its #336 holding.
  • M&G Investment Management first reported a position in UMH Properties in Q3 2023 and has held it in 2 quarters since.
  • M&G Investment Management's UMH Properties position peaked at $164K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.