MAM
UMH

Martingale Asset Management’s UMH Properties UMH Stock Holding History

Martingale Asset 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
2022
Q3 		– Sell
-28,017
Closed -$495K – 900
2022
Q2 		$495K Sell
28,017
-19,600
-41% -$407K 0.01% 646
2022
Q1 		$1.17M Sell
47,617
-23
-0% -$552 0.02% 434
2021
Q4 		$1.3M Buy
47,640
+500
+1% +$12K 0.02% 419
2021
Q3 		$1.08M Buy
47,140
+25,700
+120% +$600K 0.01% 490
2021
Q2 		$469K Sell
21,440
-77
-0.4% -$1.64K 0.01% 607
2021
Q1 		$413K Sell
21,517
-300
-1% -$5.05K ﹤0.01% 667
2020
Q4 		$324K Sell
21,817
-73,383
-77% -$1.07M ﹤0.01% 724
2020
Q3 		$1.29M Buy
95,200
+54,100
+132% +$721K 0.02% 558
2020
Q2 		$532K Sell
41,100
-3,300
-7% -$39.9K 0.01% 868
2020
Q1 		$483K Buy
+44,400
New +$645K 0.01% 818
2018
Q4 		– Sell
-16,600
Closed -$260K – 1031
2018
Q3 		$260K Sell
16,600
-13,300
-44% -$209K ﹤0.01% 918
2018
Q2 		$459K Hold
29,900
– – 0.01% 869
2018
Q1 		$401K Sell
29,900
-16,400
-35% -$214K 0.01% 850
2017
Q4 		$690K Sell
46,300
-84,413
-65% -$1.28M 0.01% 772
2017
Q3 		$2.03M Sell
130,713
-10,400
-7% -$166K 0.03% 548
2017
Q2 		$2.41M Sell
141,113
-57,350
-29% -$945K 0.03% 502
2017
Q1 		$3.02M Buy
198,463
+71,150
+56% +$1.04M 0.04% 434
2016
Q4 		$1.92M Sell
127,313
-76,949
-38% -$986K 0.03% 557
2016
Q3 		$2.44M Buy
204,262
+177,550
+665% +$2.15M 0.04% 464
2016
Q2 		$301K Hold
26,712
– – 0.01% 745
2016
Q1 		$265K Hold
26,712
– – 0.01% 755
2015
Q4 		$271K Hold
26,712
– – 0.01% 765
2015
Q3 		$249K Sell
26,712
-600
-2% -$5.71K 0.01% 776
2015
Q2 		$268K Sell
27,312
-800
-3% -$8K 0.01% 792
2015
Q1 		$284K Sell
28,112
-49,507
-64% -$479K 0.01% 790
2014
Q4 		$742K Buy
+77,619
New +$748K 0.02% 601

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Martingale Asset Management's UMH Position: Q3 2022 in Review

Martingale Asset Management sold out of UMH Properties (UMH) in Q3 2022, closing a stake of 28,017 shares — an estimated $495K sold.

Martingale Asset Management first reported a position in UMH in Q4 2014 and held it in 26 quarters. The position peaked at $3.02M in Q1 2017. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

  • Martingale Asset Management reported no remaining UMH Properties position as of Q3 2022 after selling out during the quarter.
  • Martingale Asset Management sold 28,017 UMH Properties shares in Q3 2022, an estimated $495K.
  • Martingale Asset Management first reported a position in UMH Properties in Q4 2014 and held it in 26 quarters.
  • Martingale Asset Management's UMH Properties position peaked at $3.02M in Q1 2017.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Martingale Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.