RVW Wealth’s UMH Properties UMH Stock Holding History

RVW Wealth’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 Q4	–	Sell	-1,500	Closed	-$21K	–	343
2023 Q3	$21K	Buy	+1,500	New	+$23.1K	﹤0.01%	306

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

RVW Wealth's UMH Position: Q4 2023 in Review

RVW Wealth sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 1,500 shares — an estimated $21K sold.

RVW Wealth first reported a position in UMH in Q3 2023 and held it in 1 quarter. The position peaked at $21K in Q3 2023. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

RVW Wealth reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,500 UMH Properties shares in Q4 2023, an estimated $21K.
RVW Wealth first reported a position in UMH Properties in Q3 2023 and held it in 1 quarter.
RVW Wealth's UMH Properties position peaked at $21K in Q3 2023.
200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.