RWA
UMH

Ropes Wealth Advisors’s UMH Properties UMH Stock Holding History

Ropes Wealth Advisors’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
2022
Q3 		– Sell
-30,100
Closed -$532K – 276
2022
Q2 		$532K Sell
30,100
-801
-3% -$16.6K 0.11% 163
2022
Q1 		$760K Buy
+30,901
New +$742K 0.13% 145

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's UMH Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of UMH Properties (UMH) in Q3 2022, closing a stake of 30,100 shares — an estimated $532K sold.

Ropes Wealth Advisors first reported a position in UMH in Q1 2022 and held it in 2 quarters. The position peaked at $760K in Q1 2022. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

  • Ropes Wealth Advisors reported no remaining UMH Properties position as of Q3 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 30,100 UMH Properties shares in Q3 2022, an estimated $532K.
  • Ropes Wealth Advisors first reported a position in UMH Properties in Q1 2022 and held it in 2 quarters.
  • Ropes Wealth Advisors's UMH Properties position peaked at $760K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.