Mitsubishi UFJ Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $909K | Buy |
54,125
+5,457
| +11% | +$91.6K | ﹤0.01% | 802 |
|
2025
Q1 | $910K | Hold |
48,668
| – | – | ﹤0.01% | 799 |
|
2024
Q4 | $925K | Buy |
48,668
+6,970
| +17% | +$132K | ﹤0.01% | 808 |
|
2024
Q3 | $820K | Hold |
41,698
| – | – | ﹤0.01% | 821 |
|
2024
Q2 | $667K | Buy |
41,698
+4,538
| +12% | +$72.6K | ﹤0.01% | 817 |
|
2024
Q1 | $603K | Hold |
37,160
| – | – | ﹤0.01% | 853 |
|
2023
Q4 | $551K | Buy |
37,160
+3,588
| +11% | +$53.2K | ﹤0.01% | 876 |
|
2023
Q3 | $471K | Buy |
33,572
+612
| +2% | +$8.58K | ﹤0.01% | 903 |
|
2023
Q2 | $527K | Buy |
32,960
+4,517
| +16% | +$72.2K | ﹤0.01% | 911 |
|
2023
Q1 | $421K | Hold |
28,443
| – | – | ﹤0.01% | 933 |
|
2022
Q4 | $457K | Buy |
28,443
+3,596
| +14% | +$57.8K | ﹤0.01% | 915 |
|
2022
Q3 | $401K | Hold |
24,847
| – | – | ﹤0.01% | 925 |
|
2022
Q2 | $439K | Buy |
24,847
+6,826
| +38% | +$121K | ﹤0.01% | 931 |
|
2022
Q1 | $443K | Sell |
18,021
-581
| -3% | -$14.3K | ﹤0.01% | 960 |
|
2021
Q4 | $494K | Buy |
18,602
+286
| +2% | +$7.6K | ﹤0.01% | 953 |
|
2021
Q3 | $419K | Buy |
18,316
+2,513
| +16% | +$57.5K | ﹤0.01% | 967 |
|
2021
Q2 | $345K | Buy |
15,803
+2,714
| +21% | +$59.3K | ﹤0.01% | 1014 |
|
2021
Q1 | $251K | Hold |
13,089
| – | – | ﹤0.01% | 970 |
|
2020
Q4 | $194K | Sell |
13,089
-231
| -2% | -$3.42K | ﹤0.01% | 958 |
|
2020
Q3 | $180K | Buy |
13,320
+2,938
| +28% | +$39.7K | ﹤0.01% | 906 |
|
2020
Q2 | $134K | Buy |
10,382
+2,293
| +28% | +$29.6K | ﹤0.01% | 935 |
|
2020
Q1 | $88K | Hold |
8,089
| – | – | ﹤0.01% | 937 |
|
2019
Q4 | $126K | Hold |
8,089
| – | – | ﹤0.01% | 934 |
|
2019
Q3 | $114K | Buy |
8,089
+1,834
| +29% | +$25.8K | ﹤0.01% | 891 |
|
2019
Q2 | $78K | Hold |
6,255
| – | – | ﹤0.01% | 935 |
|
2019
Q1 | $88K | Hold |
6,255
| – | – | ﹤0.01% | 883 |
|
2018
Q4 | $73K | Hold |
6,255
| – | – | ﹤0.01% | 880 |
|
2018
Q3 | $98K | Buy |
6,255
+1,941
| +45% | +$30.4K | ﹤0.01% | 858 |
|
2018
Q2 | $66K | Hold |
4,314
| – | – | ﹤0.01% | 823 |
|
2018
Q1 | $58K | Hold |
4,314
| – | – | ﹤0.01% | 819 |
|
2017
Q4 | $62K | Hold |
4,314
| – | – | ﹤0.01% | 810 |
|
2017
Q3 | $67K | Hold |
4,314
| – | – | ﹤0.01% | 802 |
|
2017
Q2 | $74K | Sell |
4,314
-276
| -6% | -$4.73K | ﹤0.01% | 797 |
|
2017
Q1 | $70K | Buy |
4,590
+1,300
| +40% | +$19.8K | ﹤0.01% | 798 |
|
2016
Q4 | $49K | Sell |
3,290
-1,400
| -30% | -$20.9K | ﹤0.01% | 806 |
|
2016
Q3 | $56K | Hold |
4,690
| – | – | ﹤0.01% | 794 |
|
2016
Q2 | $53K | Buy |
4,690
+1,700
| +57% | +$19.2K | ﹤0.01% | 799 |
|
2016
Q1 | $30K | Buy |
2,990
+90
| +3% | +$903 | ﹤0.01% | 821 |
|
2015
Q4 | $29K | Hold |
2,900
| – | – | ﹤0.01% | 831 |
|
2015
Q3 | $27K | Hold |
2,900
| – | – | ﹤0.01% | 828 |
|
2015
Q2 | $28K | Hold |
2,900
| – | – | ﹤0.01% | 842 |
|
2015
Q1 | $29K | Buy |
2,900
+1,400
| +93% | +$14K | ﹤0.01% | 825 |
|
2014
Q4 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 833 |
|
2014
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 835 |
|
2014
Q2 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 843 |
|
2014
Q1 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 835 |
|
2013
Q4 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 806 |
|
2013
Q3 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 820 |
|
2013
Q2 | $15K | Buy |
+1,500
| New | +$15K | ﹤0.01% | 796 |
|