NC
UMH

Northpointe Capital’s UMH Properties UMH Stock Holding History

Northpointe Capital’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
2019
Q1 		– Sell
-423,502
Closed -$5.01M – 150
2018
Q4 		$5.01M Sell
423,502
-4,769
-1% -$64.6K 1.13% 13
2018
Q3 		$6.7M Buy
428,271
+200,400
+88% +$3.15M 0.97% 20
2018
Q2 		$3.5M Buy
227,871
+29,287
+15% +$413K 0.46% 95
2018
Q1 		$2.66M Buy
+198,584
New +$2.59M 0.33% 126

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Northpointe Capital's UMH Position: Q1 2019 in Review

Northpointe Capital sold out of UMH Properties (UMH) in Q1 2019, closing a stake of 423,502 shares — an estimated $5.01M sold.

Northpointe Capital first reported a position in UMH in Q1 2018 and held it in 4 quarters. The position peaked at $6.7M in Q3 2018. 129 funds tracked by Wall St. Rank hold UMH as of Q1 2019.

  • Northpointe Capital reported no remaining UMH Properties position as of Q1 2019 after selling out during the quarter.
  • Northpointe Capital sold 423,502 UMH Properties shares in Q1 2019, an estimated $5.01M.
  • Northpointe Capital first reported a position in UMH Properties in Q1 2018 and held it in 4 quarters.
  • Northpointe Capital's UMH Properties position peaked at $6.7M in Q3 2018.
  • 129 funds tracked by Wall St. Rank held UMH Properties as of Q1 2019.

Based on Northpointe Capital's 13F filing for Q1 2019, filed 17 Apr 2019.