Panagora Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
209,881
-618
| -0.3% | -$10.4K | 0.02% | 374 |
|
|
2025
Q1 | $3.94M | Sell |
210,499
-95,971
| -31% | -$1.79M | 0.02% | 374 |
|
|
2024
Q4 | $5.79M | Sell |
306,470
-8,844
| -3% | -$167K | 0.03% | 320 |
|
|
2024
Q3 | $6.2M | Buy |
315,314
+56,200
| +22% | +$1.11M | 0.03% | 312 |
|
|
2024
Q2 | $4.14M | Buy |
259,114
+32,627
| +14% | +$522K | 0.02% | 352 |
|
|
2024
Q1 | $3.68M | Buy |
226,487
+107,763
| +91% | +$1.75M | 0.02% | 400 |
|
|
2023
Q4 | $1.82M | Buy |
+118,724
| New | +$1.82M | 0.01% | 590 |
|
|
2021
Q3 | – | Sell |
-363
| Closed | -$8K | – | 2361 |
|
|
2021
Q2 | $8K | Buy |
+363
| New | +$8K | ﹤0.01% | 2340 |
|
|
2020
Q2 | – | Sell |
-14,273
| Closed | -$155K | – | 2655 |
|
|
2020
Q1 | $155K | Buy |
+14,273
| New | +$155K | ﹤0.01% | 1542 |
|
|
2014
Q4 | – | Sell |
-4,677
| Closed | -$44K | – | 2348 |
|
|
2014
Q3 | $44K | Buy |
+4,677
| New | +$44K | ﹤0.01% | 2052 |
|