Sonora Investment Management’s UMH Properties UMH Stock Holding History

Sonora Investment 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
2021 Q3	$46K	Hold	2,000	–	–	0.01%	434
2021 Q2	$44K	Hold	2,000	–	–	0.01%	421
2021 Q1	$38K	Hold	2,000	–	–	﹤0.01%	695
2020 Q4	$30K	Hold	2,000	–	–	﹤0.01%	751
2020 Q3	$27K	Hold	2,000	–	–	﹤0.01%	760
2020 Q2	$26K	Buy	2,000 +1,000	+100%	+$12.1K	﹤0.01%	673
2020 Q1	$11K	Hold	1,000	–	–	﹤0.01%	996
2019 Q4	$16K	Hold	1,000	–	–	﹤0.01%	971
2019 Q3	$14K	Hold	1,000	–	–	﹤0.01%	1024
2019 Q2	$12K	Hold	1,000	–	–	﹤0.01%	1062
2019 Q1	$14K	Hold	1,000	–	–	﹤0.01%	915
2018 Q4	$12K	Hold	1,000	–	–	﹤0.01%	783
2018 Q3	$16K	Buy	+1,000	New	+$15.7K	﹤0.01%	715

Other funds holding UMH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sonora Investment Management's UMH Position: Q3 2021 in Review

Sonora Investment Management held its UMH Properties (UMH) position steady in Q3 2021 at 2,000 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #434.

Sonora Investment Management first reported a position in UMH in Q3 2018 and has held it in 13 quarters since. 165 funds tracked by Wall St. Rank hold UMH as of Q3 2021.

Sonora Investment Management held 2,000 shares of UMH Properties worth $46K as of Q3 2021.
Sonora Investment Management left its UMH Properties share count unchanged in Q3 2021.
UMH Properties made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #434 holding.
Sonora Investment Management first reported a position in UMH Properties in Q3 2018 and has held it in 13 quarters since.
165 funds tracked by Wall St. Rank held UMH Properties as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.