MPWT
UMH

MassMutual Private Wealth & Trust’s UMH Properties UMH Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-70
Closed -$981 – 2097
2023
Q3 		$981 Buy
70
+20
+40% +$307 ﹤0.01% 1699
2023
Q2 		$799 Buy
+50
New +$774 ﹤0.01% 1693

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

MassMutual Private Wealth & Trust's UMH Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 70 shares — an estimated $981 sold.

MassMutual Private Wealth & Trust first reported a position in UMH in Q2 2023 and held it in 2 quarters. The position peaked at $981 in Q3 2023. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 70 UMH Properties shares in Q4 2023, an estimated $981.
  • MassMutual Private Wealth & Trust first reported a position in UMH Properties in Q2 2023 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's UMH Properties position peaked at $981 in Q3 2023.
  • 200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.