OLVIG
UMH

Oliver Lagore Vanvalin Investment Group’s UMH Properties UMH Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q4 		– Sell
-1,200
Closed -$19K – 770
2022
Q3 		$19K Hold
1,200
– – 0.01% 259
2022
Q2 		$21K Hold
1,200
– – 0.01% 255
2022
Q1 		$30K Buy
+1,200
New +$28.8K 0.02% 216

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's UMH Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of UMH Properties (UMH) in Q4 2022, closing a stake of 1,200 shares — an estimated $19K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in UMH in Q1 2022 and held it in 3 quarters. The position peaked at $30K in Q1 2022. 174 funds tracked by Wall St. Rank hold UMH as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining UMH Properties position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,200 UMH Properties shares in Q4 2022, an estimated $19K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in UMH Properties in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's UMH Properties position peaked at $30K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held UMH Properties as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.