Pecaut & Co’s UMH Properties UMH Stock Holding History

Pecaut & Co’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
2020 Q2	–	Sell	-47,128	Closed	-$512K	–	68
2020 Q1	$512K	Sell	47,128 -2,955	-6%	-$42.9K	0.46%	31
2019 Q4	$788K	Sell	50,083 -4,768	-9%	-$71.9K	0.5%	35
2019 Q3	$772K	Sell	54,851 -11,602	-17%	-$150K	0.54%	34
2019 Q2	$825K	Buy	66,453 +569	+0.9%	+$7.66K	0.56%	33
2019 Q1	$928K	Buy	65,884 +138	+0.2%	+$1.85K	0.64%	33
2018 Q4	$778K	Sell	65,746 -1,891	-3%	-$25.6K	0.64%	30
2018 Q3	$1.06M	Sell	67,637 -2,980	-4%	-$46.8K	0.73%	26
2018 Q2	$1.08M	Buy	70,617 +131	+0.2%	+$1.84K	0.79%	29
2018 Q1	$945K	Buy	70,486 +15,218	+28%	+$198K	0.72%	31
2017 Q4	$823K	Buy	55,268 +5,768	+12%	+$87.8K	0.61%	36
2017 Q3	$770K	Sell	49,500 -300	-0.6%	-$4.8K	0.63%	33
2017 Q2	$849K	Hold	49,800	–	–	0.7%	32
2017 Q1	$757K	Sell	49,800 -4,000	-7%	-$58.3K	0.68%	33
2016 Q4	$810K	Buy	+53,800	New	+$689K	0.78%	29

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return