MOACM
UMH

Mutual of America Capital Management’s UMH Properties UMH Stock Holding History

Mutual of America 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
2024
Q2 		– Sell
-83,128
Closed -$1.35M – 1480
2024
Q1 		$1.35M Sell
83,128
-6,752
-8% -$103K 0.01% 999
2023
Q4 		$1.38M Buy
+89,880
New +$1.3M 0.02% 1003
2022
Q2 		– Sell
-92,657
Closed -$2.28M – 1639
2022
Q1 		$2.28M Buy
+92,657
New +$2.23M 0.02% 904

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return

Mutual of America Capital Management's UMH Position: Q2 2024 in Review

Mutual of America Capital Management sold out of UMH Properties (UMH) in Q2 2024, closing a stake of 83,128 shares — an estimated $1.35M sold.

Mutual of America Capital Management first reported a position in UMH in Q1 2022 and held it in 3 quarters. The position peaked at $2.28M in Q1 2022. 197 funds tracked by Wall St. Rank hold UMH as of Q2 2024.

  • Mutual of America Capital Management reported no remaining UMH Properties position as of Q2 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 83,128 UMH Properties shares in Q2 2024, an estimated $1.35M.
  • Mutual of America Capital Management first reported a position in UMH Properties in Q1 2022 and held it in 3 quarters.
  • Mutual of America Capital Management's UMH Properties position peaked at $2.28M in Q1 2022.
  • 197 funds tracked by Wall St. Rank held UMH Properties as of Q2 2024.

Based on Mutual of America Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.