Robotti Robert’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-294,610
| Closed | -$4.71M | – | 63 |
|
|
2024
Q2 | $4.71M | Sell |
294,610
-9,212
| -3% | -$143K | 0.74% | 27 |
|
|
2024
Q1 | $4.93M | Buy |
303,822
+2,730
| +0.9% | +$41.8K | 0.67% | 25 |
|
|
2023
Q4 | $4.61M | Sell |
301,092
-2,828
| -0.9% | -$40.8K | 0.66% | 25 |
|
|
2023
Q3 | $4.26M | Sell |
303,920
-3,650
| -1% | -$56.1K | 0.63% | 24 |
|
|
2023
Q2 | $4.91M | Sell |
307,570
-3,095
| -1% | -$47.9K | 0.79% | 23 |
|
|
2023
Q1 | $4.59M | Sell |
310,665
-5,275
| -2% | -$86.6K | 0.81% | 22 |
|
|
2022
Q4 | $5.09M | Sell |
315,940
-2,090
| -0.7% | -$35.2K | 1.01% | 19 |
|
|
2022
Q3 | $5.14M | Sell |
318,030
-16,175
| -5% | -$304K | 1.22% | 17 |
|
|
2022
Q2 | $5.9M | Buy |
334,205
+1,645
| +0.5% | +$34.2K | 1.44% | 17 |
|
|
2022
Q1 | $8.18M | Sell |
332,560
-2,265
| -0.7% | -$54.4K | 1.65% | 15 |
|
|
2021
Q4 | $9.15M | Sell |
334,825
-4,412
| -1% | -$106K | 1.85% | 12 |
|
|
2021
Q3 | $7.77M | Sell |
339,237
-2,090
| -0.6% | -$48.8K | 1.78% | 17 |
|
|
2021
Q2 | $7.45M | Buy |
341,327
+4,950
| +1% | +$105K | 1.87% | 16 |
|
|
2021
Q1 | $6.45M | Sell |
336,377
-5,920
| -2% | -$99.7K | 1.63% | 15 |
|
|
2020
Q4 | $5.07M | Buy |
342,297
+10,225
| +3% | +$149K | 1.48% | 16 |
|
|
2020
Q3 | $4.5M | Sell |
332,072
-58,300
| -15% | -$777K | 1.74% | 15 |
|
|
2020
Q2 | $5.05M | Sell |
390,372
-39,490
| -9% | -$477K | 2.17% | 14 |
|
|
2020
Q1 | $4.67M | Sell |
429,862
-29,527
| -6% | -$429K | 2.74% | 11 |
|
|
2019
Q4 | $7.23M | Sell |
459,389
-6,061
| -1% | -$91.4K | 2.3% | 14 |
|
|
2019
Q3 | $6.55M | Buy |
465,450
+4,425
| +1% | +$57.4K | 2% | 18 |
|
|
2019
Q2 | $5.72M | Sell |
461,025
-18,200
| -4% | -$245K | 1.99% | 16 |
|
|
2019
Q1 | $6.75M | Sell |
479,225
-12,400
| -3% | -$166K | 2.38% | 12 |
|
|
2018
Q4 | $5.82M | Sell |
491,625
-12,350
| -2% | -$167K | 2.28% | 15 |
|
|
2018
Q3 | $7.88M | Buy |
503,975
+4,385
| +0.9% | +$68.9K | 2.08% | 16 |
|
|
2018
Q2 | $7.67M | Sell |
499,590
-5,294
| -1% | -$74.6K | 2% | 18 |
|
|
2018
Q1 | $6.77M | Sell |
504,884
-2,100
| -0.4% | -$27.3K | 1.87% | 17 |
|
|
2017
Q4 | $7.55M | Sell |
506,984
-3,360
| -0.7% | -$51.1K | 1.97% | 17 |
|
|
2017
Q3 | $7.94M | Sell |
510,344
-5,470
| -1% | -$87.6K | 2.18% | 16 |
|
|
2017
Q2 | $8.54M | Buy |
515,814
+6,175
| +1% | +$102K | 2.57% | 14 |
|
|
2017
Q1 | $7.75M | Sell |
509,639
-6,175
| -1% | -$89.9K | 2.29% | 15 |
|
|
2016
Q4 | $7.76M | Sell |
515,814
-13,825
| -3% | -$177K | 2.36% | 15 |
|
|
2016
Q3 | $6.31M | Sell |
529,639
-3,700
| -0.7% | -$44.7K | 2.17% | 16 |
|
|
2016
Q2 | $6M | Sell |
533,339
-33,825
| -6% | -$342K | 2.16% | 14 |
|
|
2016
Q1 | $5.63M | Sell |
567,164
-119,720
| -17% | -$1.15M | 2.05% | 14 |
|
|
2015
Q4 | $6.95M | Sell |
686,884
-26,200
| -4% | -$258K | 2.85% | 9 |
|
|
2015
Q3 | $6.63M | Sell |
713,084
-950
| -0.1% | -$9.04K | 4.41% | 9 |
|
|
2015
Q2 | $7M | Buy |
714,034
+22,900
| +3% | +$229K | 3.88% | 8 |
|
|
2015
Q1 | $6.96M | Sell |
691,134
-3,825
| -0.6% | -$37K | 4.01% | 8 |
|
|
2014
Q4 | $6.64M | Buy |
694,959
+9,300
| +1% | +$89.6K | 3.72% | 8 |
|
|
2014
Q3 | $6.51M | Sell |
685,659
-11,800
| -2% | -$118K | 3.22% | 11 |
|
|
2014
Q2 | $7M | Buy |
697,459
+14,850
| +2% | +$146K | 2.74% | 12 |
|
|
2014
Q1 | $6.68M | Buy |
682,609
+7,350
| +1% | +$69.4K | 2.55% | 14 |
|
|
2013
Q4 | $6.36M | Sell |
675,259
-35,845
| -5% | -$349K | 2.56% | 15 |
|
|
2013
Q3 | $7.06M | Buy |
711,104
+39,645
| +6% | +$407K | 2.84% | 12 |
|
|
2013
Q2 | $6.9M | Buy |
+671,459
| New | +$7.23M | 3% | 13 |
|
Other funds holding UMH
CCM
