MCM
UMH

Manchester Capital Management’s UMH Properties UMH Stock Holding History

Manchester Capital 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
Q2 		– Sell
-54
Closed -$799 – 1152
2023
Q1 		$799 Buy
+54
New +$887 ﹤0.01% 941
2017
Q3 		– Hold
0
– – – 381

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manchester Capital Management's UMH Position: Q2 2023 in Review

Manchester Capital Management sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 54 shares — an estimated $799 sold.

Manchester Capital Management first reported a position in UMH in Q1 2023 and held it in 1 quarter. The position peaked at $799 in Q1 2023. 178 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • Manchester Capital Management reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • Manchester Capital Management sold 54 UMH Properties shares in Q2 2023, an estimated $799.
  • Manchester Capital Management first reported a position in UMH Properties in Q1 2023 and held it in 1 quarter.
  • Manchester Capital Management's UMH Properties position peaked at $799 in Q1 2023.
  • 178 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on Manchester Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.