NI
UMH

Numeric Investors’s UMH Properties UMH Stock Holding History

Numeric Investors’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
2017
Q4 		$2M Sell
134,104
-30,200
-18% -$460K 0.01% 641
2017
Q3 		$2.56M Buy
+164,304
New +$2.63M 0.02% 552
2017
Q2 		– Sell
-99,238
Closed -$1.51M – 1165
2017
Q1 		$1.51M Buy
+99,238
New +$1.45M 0.01% 548
2015
Q2 		– Sell
-32,800
Closed -$330K – 1087
2015
Q1 		$330K Sell
32,800
-1,400
-4% -$13.5K ﹤0.01% 712
2014
Q4 		$327K Buy
+34,200
New +$329K ﹤0.01% 690

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
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Numeric Investors's UMH Position: Q4 2017 in Review

Numeric Investors reduced its UMH Properties (UMH) stake by 18% in Q4 2017, selling an estimated $460K and leaving 134,104 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #641.

Numeric Investors first reported a position in UMH in Q4 2014 and has held it in 5 quarters since. The position peaked at $2.56M in Q3 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q4 2017.

  • Numeric Investors held 134,104 shares of UMH Properties worth $2M as of Q4 2017.
  • Numeric Investors sold 30,200 UMH Properties shares in Q4 2017, an estimated $460K.
  • UMH Properties made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #641 holding.
  • Numeric Investors first reported a position in UMH Properties in Q4 2014 and has held it in 5 quarters since.
  • Numeric Investors's UMH Properties position peaked at $2.56M in Q3 2017.
  • 120 funds tracked by Wall St. Rank held UMH Properties as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.