PC
UMH

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pecaut & Co's UMH Position: Q2 2020 in Review

Pecaut & Co sold out of UMH Properties (UMH) in Q2 2020, closing a stake of 47,128 shares — an estimated $512K sold.

Pecaut & Co first reported a position in UMH in Q4 2016 and held it in 14 quarters. The position peaked at $1.08M in Q2 2018. 123 funds tracked by Wall St. Rank hold UMH as of Q2 2020.

  • Pecaut & Co reported no remaining UMH Properties position as of Q2 2020 after selling out during the quarter.
  • Pecaut & Co sold 47,128 UMH Properties shares in Q2 2020, an estimated $512K.
  • Pecaut & Co first reported a position in UMH Properties in Q4 2016 and held it in 14 quarters.
  • Pecaut & Co's UMH Properties position peaked at $1.08M in Q2 2018.
  • 123 funds tracked by Wall St. Rank held UMH Properties as of Q2 2020.

Based on Pecaut & Co's 13F filing for Q2 2020, filed 13 Aug 2020.