SEI Investments’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
157,605
-263,053
| -63% | -$4.42M | ﹤0.01% | 1542 |
|
|
2025
Q1 | $7.87M | Buy |
420,658
+65,461
| +18% | +$1.22M | 0.01% | 1075 |
|
|
2024
Q4 | $6.71M | Buy |
355,197
+9,754
| +3% | +$184K | 0.01% | 1160 |
|
|
2024
Q3 | $6.79M | Sell |
345,443
-48,990
| -12% | -$964K | 0.01% | 1154 |
|
|
2024
Q2 | $6.31M | Buy |
394,433
+8,862
| +2% | +$142K | 0.01% | 1134 |
|
|
2024
Q1 | $6.26M | Buy |
385,571
+15,553
| +4% | +$253K | 0.01% | 1102 |
|
|
2023
Q4 | $5.67M | Buy |
370,018
+25,895
| +8% | +$397K | 0.01% | 1125 |
|
|
2023
Q3 | $4.82M | Buy |
344,123
+82,360
| +31% | +$1.15M | 0.01% | 1183 |
|
|
2023
Q2 | $4.18M | Buy |
261,763
+4,774
| +2% | +$76.3K | 0.01% | 1279 |
|
|
2023
Q1 | $3.8M | Buy |
256,989
+119,311
| +87% | +$1.76M | 0.01% | 1318 |
|
|
2022
Q4 | $2.22M | Buy |
137,678
+104,900
| +320% | +$1.69M | ﹤0.01% | 1448 |
|
|
2022
Q3 | $529K | Buy |
32,778
+4,637
| +16% | +$74.8K | ﹤0.01% | 2064 |
|
|
2022
Q2 | $512K | Buy |
28,141
+3,219
| +13% | +$58.6K | ﹤0.01% | 2090 |
|
|
2022
Q1 | $608K | Buy |
24,922
+4,828
| +24% | +$118K | ﹤0.01% | 2002 |
|
|
2021
Q4 | $539K | Buy |
20,094
+2,974
| +17% | +$79.8K | ﹤0.01% | 2073 |
|
|
2021
Q3 | $383K | Buy |
17,120
+3,174
| +23% | +$71K | ﹤0.01% | 2207 |
|
|
2021
Q2 | $300K | Buy |
+13,946
| New | +$300K | ﹤0.01% | 2308 |
|
|
2018
Q3 | – | Sell |
-3,366
| Closed | -$52K | – | 3405 |
|
|
2018
Q2 | $52K | Sell |
3,366
-1,334
| -28% | -$20.6K | ﹤0.01% | 2498 |
|
|
2018
Q1 | $63K | Buy |
+4,700
| New | +$63K | ﹤0.01% | 2288 |
|