RCA
UMH

Rowland Carmichael Advisors’s UMH Properties UMH Stock Holding History

Rowland Carmichael 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
2020
Q4 		$218K Sell
14,715
-2,264
-13% -$32.9K 0.07% 283
2020
Q3 		$230K Hold
16,979
– – 0.09% 246
2020
Q2 		$220K Hold
16,979
– – 0.09% 248
2020
Q1 		$184K Hold
16,979
– – 0.09% 239
2019
Q4 		$267K Hold
16,979
– – 0.09% 250
2019
Q3 		$239K Buy
16,979
+4,264
+34% +$55.3K 0.08% 251
2019
Q2 		$158K Buy
+12,715
New +$171K 0.05% 265

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

Rowland Carmichael Advisors's UMH Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its UMH Properties (UMH) stake by 13% in Q4 2020, selling an estimated $32.9K and leaving 14,715 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #283.

Rowland Carmichael Advisors first reported a position in UMH in Q2 2019 and has held it in 7 quarters since. The position peaked at $267K in Q4 2019. 131 funds tracked by Wall St. Rank hold UMH as of Q4 2020.

  • Rowland Carmichael Advisors held 14,715 shares of UMH Properties worth $218K as of Q4 2020.
  • Rowland Carmichael Advisors sold 2,264 UMH Properties shares in Q4 2020, an estimated $32.9K.
  • UMH Properties made up 0.07% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #283 holding.
  • Rowland Carmichael Advisors first reported a position in UMH Properties in Q2 2019 and has held it in 7 quarters since.
  • Rowland Carmichael Advisors's UMH Properties position peaked at $267K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.