OC
UMH

Oakworth Capital’s UMH Properties UMH Stock Holding History

Oakworth 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
2024
Q4 		– Sell
-130
Closed -$2.56K – 689
2024
Q3 		$2.56K Hold
130
– – ﹤0.01% 602
2024
Q2 		$2.08K Hold
130
– – ﹤0.01% 657
2024
Q1 		$2.11K Hold
130
– – ﹤0.01% 621
2023
Q4 		$1.99K Buy
+130
New +$1.87K ﹤0.01% 634

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oakworth Capital's UMH Position: Q4 2024 in Review

Oakworth Capital sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 130 shares — an estimated $2.56K sold.

Oakworth Capital first reported a position in UMH in Q4 2023 and held it in 4 quarters. The position peaked at $2.56K in Q3 2024. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • Oakworth Capital reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • Oakworth Capital sold 130 UMH Properties shares in Q4 2024, an estimated $2.56K.
  • Oakworth Capital first reported a position in UMH Properties in Q4 2023 and held it in 4 quarters.
  • Oakworth Capital's UMH Properties position peaked at $2.56K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Oakworth Capital's 13F filing for Q4 2024, filed 27 Jan 2025.