SCM
UMH

SG Capital Management’s UMH Properties UMH Stock Holding History

SG Capital Management’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
2018
Q4 		– Sell
-66,041
Closed -$1.03M – 61
2018
Q3 		$1.03M Buy
+66,041
New +$1.04M 0.25% 43

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Capital Management's UMH Position: Q4 2018 in Review

SG Capital Management sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 66,041 shares — an estimated $1.03M sold.

SG Capital Management first reported a position in UMH in Q3 2018 and held it in 1 quarter. The position peaked at $1.03M in Q3 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

  • SG Capital Management reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
  • SG Capital Management sold 66,041 UMH Properties shares in Q4 2018, an estimated $1.03M.
  • SG Capital Management first reported a position in UMH Properties in Q3 2018 and held it in 1 quarter.
  • SG Capital Management's UMH Properties position peaked at $1.03M in Q3 2018.
  • 130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on SG Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.