SFS
UMH

Sowell Financial Services’s UMH Properties UMH Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-33
Closed -$1K – 2593
2021
Q1 		$1K Buy
+33
New +$556 ﹤0.01% 3022

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sowell Financial Services's UMH Position: Q2 2021 in Review

Sowell Financial Services sold out of UMH Properties (UMH) in Q2 2021, closing a stake of 33 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in UMH in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 160 funds tracked by Wall St. Rank hold UMH as of Q2 2021.

  • Sowell Financial Services reported no remaining UMH Properties position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 33 UMH Properties shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in UMH Properties in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's UMH Properties position peaked at $1K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held UMH Properties as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.