Nordea Investment Management
UMH

Nordea Investment Management’s UMH Properties UMH Stock Holding History

Nordea Investment 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
Q1 		– Sell
-25,602
Closed -$395K – 957
2023
Q4 		$395K Sell
25,602
-180,974
-88% -$2.61M ﹤0.01% 922
2023
Q3 		$2.91M Sell
206,576
-18,014
-8% -$277K ﹤0.01% 624
2023
Q2 		$3.62M Buy
224,590
+3,245
+1% +$50.2K 0.01% 587
2023
Q1 		$3.23M Sell
221,345
-23,591
-10% -$387K ﹤0.01% 607
2022
Q4 		$3.95M Sell
244,936
-69,057
-22% -$1.16M 0.01% 566
2022
Q3 		$5.13M Sell
313,993
-53,481
-15% -$1M 0.01% 513
2022
Q2 		$6.36M Sell
367,474
-113,690
-24% -$2.36M 0.01% 469
2022
Q1 		$11.8M Buy
481,164
+134,193
+39% +$3.22M 0.01% 378
2021
Q4 		$9.28M Buy
346,971
+180,048
+108% +$4.34M 0.01% 425
2021
Q3 		$3.93M Buy
166,923
+83,473
+100% +$1.95M 0.01% 640
2021
Q2 		$1.82M Buy
+83,450
New +$1.78M ﹤0.01% 702

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

Nordea Investment Management's UMH Position: Q1 2024 in Review

Nordea Investment Management sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 25,602 shares — an estimated $395K sold.

Nordea Investment Management first reported a position in UMH in Q2 2021 and held it in 11 quarters. The position peaked at $11.8M in Q1 2022. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

  • Nordea Investment Management reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
  • Nordea Investment Management sold 25,602 UMH Properties shares in Q1 2024, an estimated $395K.
  • Nordea Investment Management first reported a position in UMH Properties in Q2 2021 and held it in 11 quarters.
  • Nordea Investment Management's UMH Properties position peaked at $11.8M in Q1 2022.
  • 196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on Nordea Investment Management's 13F filing for Q1 2024, filed 2 May 2024.