MWNA
UMH

Marshall Wace North America’s UMH Properties UMH Stock Holding History

Marshall Wace North America’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
2021
Q2 		– Sell
-13,645
Closed -$262K – 1790
2021
Q1 		$262K Buy
+13,645
New +$230K ﹤0.01% 1349
2019
Q2 		– Sell
-34,442
Closed -$485K – 1625
2019
Q1 		$485K Buy
+34,442
New +$462K ﹤0.01% 814

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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marshall Wace North America's UMH Position: Q2 2021 in Review

Marshall Wace North America sold out of UMH Properties (UMH) in Q2 2021, closing a stake of 13,645 shares — an estimated $262K sold.

Marshall Wace North America first reported a position in UMH in Q1 2019 and held it in 2 quarters. The position peaked at $485K in Q1 2019. 159 funds tracked by Wall St. Rank hold UMH as of Q2 2021.

  • Marshall Wace North America reported no remaining UMH Properties position as of Q2 2021 after selling out during the quarter.
  • Marshall Wace North America sold 13,645 UMH Properties shares in Q2 2021, an estimated $262K.
  • Marshall Wace North America first reported a position in UMH Properties in Q1 2019 and held it in 2 quarters.
  • Marshall Wace North America's UMH Properties position peaked at $485K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held UMH Properties as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.