SMDAM
UMH
Sumitomo Mitsui DS Asset Management’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
17,656
| – | – | ﹤0.01% | 694 |
|
|
2025
Q1 | $330K | Hold |
17,656
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $333K | Buy |
17,656
+6,340
| +56% | +$120K | ﹤0.01% | 728 |
|
|
2024
Q3 | $223K | Hold |
11,316
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $181K | Hold |
11,316
| – | – | ﹤0.01% | 759 |
|
|
2024
Q1 | $184K | Hold |
11,316
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $173K | Hold |
11,316
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $159K | Hold |
11,316
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $181K | Buy |
+11,316
| New | +$181K | ﹤0.01% | 761 |
|