RG
UMH

Retirement Group’s UMH Properties UMH Stock Holding History

Retirement 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
2023
Q3 		– Sell
-500
Closed -$7.99K – 829
2023
Q2 		$7.99K Hold
500
– – ﹤0.01% 442
2023
Q1 		$7K Buy
500
+100
+25% +$1.64K ﹤0.01% 456
2022
Q4 		$6K Hold
400
– – ﹤0.01% 425
2022
Q3 		$6K Hold
400
– – ﹤0.01% 319
2022
Q2 		$7K Hold
400
– – ﹤0.01% 496
2022
Q1 		$10K Hold
400
– – ﹤0.01% 469
2021
Q4 		$11K Buy
+400
New +$9.64K ﹤0.01% 424

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Group's UMH Position: Q3 2023 in Review

Retirement Group sold out of UMH Properties (UMH) in Q3 2023, closing a stake of 500 shares — an estimated $7.99K sold.

Retirement Group first reported a position in UMH in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 188 funds tracked by Wall St. Rank hold UMH as of Q3 2023.

  • Retirement Group reported no remaining UMH Properties position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 500 UMH Properties shares in Q3 2023, an estimated $7.99K.
  • Retirement Group first reported a position in UMH Properties in Q4 2021 and held it in 7 quarters.
  • Retirement Group's UMH Properties position peaked at $11K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held UMH Properties as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.