SCM
UMH

Stevens Capital Management’s UMH Properties UMH Stock Holding History

Stevens 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
2019
Q4 		– Sell
-14,658
Closed -$206K – 797
2019
Q3 		$206K Sell
14,658
-2,368
-14% -$30.7K 0.02% 516
2019
Q2 		$211K Buy
+17,026
New +$229K 0.01% 580
2017
Q4 		– Sell
-16,716
Closed -$260K – 1048
2017
Q3 		$260K Buy
+16,716
New +$268K 0.01% 698

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stevens Capital Management's UMH Position: Q4 2019 in Review

Stevens Capital Management sold out of UMH Properties (UMH) in Q4 2019, closing a stake of 14,658 shares — an estimated $206K sold.

Stevens Capital Management first reported a position in UMH in Q3 2017 and held it in 3 quarters. The position peaked at $260K in Q3 2017. 128 funds tracked by Wall St. Rank hold UMH as of Q4 2019.

  • Stevens Capital Management reported no remaining UMH Properties position as of Q4 2019 after selling out during the quarter.
  • Stevens Capital Management sold 14,658 UMH Properties shares in Q4 2019, an estimated $206K.
  • Stevens Capital Management first reported a position in UMH Properties in Q3 2017 and held it in 3 quarters.
  • Stevens Capital Management's UMH Properties position peaked at $260K in Q3 2017.
  • 128 funds tracked by Wall St. Rank held UMH Properties as of Q4 2019.

Based on Stevens Capital Management's 13F filing for Q4 2019, filed 6 Feb 2020.