PWMG
UMH

Prestige Wealth Management Group’s UMH Properties UMH Stock Holding History

Prestige Wealth Management 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
2020
Q4 		– Sell
-61
Closed -$1K – 1040
2020
Q3 		$1K Hold
61
– – ﹤0.01% 846
2020
Q2 		$1K Hold
61
– – ﹤0.01% 854
2020
Q1 		$1K Buy
+61
New +$886 ﹤0.01% 859
2019
Q1 		– Sell
-61
Closed -$1K – 1107
2018
Q4 		$1K Buy
+61
New +$826 ﹤0.01% 1135

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
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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's UMH Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of UMH Properties (UMH) in Q4 2020, closing a stake of 61 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in UMH in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 131 funds tracked by Wall St. Rank hold UMH as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining UMH Properties position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 61 UMH Properties shares in Q4 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in UMH Properties in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's UMH Properties position peaked at $1K in Q3 2020.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.