Tradition Wealth Management’s UMH Properties UMH Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-1,486	Closed	-$23K	–	1141
2023 Q4	$23K	Buy	1,486 +20	+1%	+$288	﹤0.01%	806
2023 Q3	$21K	Buy	1,466 +20	+1%	+$307	﹤0.01%	837
2023 Q2	$23K	Buy	1,446 +18	+1%	+$279	﹤0.01%	848
2023 Q1	$21K	Buy	1,428 +21	+1%	+$345	﹤0.01%	824
2022 Q4	$23K	Buy	1,407 +16	+1%	+$269	﹤0.01%	723
2022 Q3	$22K	Buy	1,391 +16	+1%	+$300	﹤0.01%	733
2022 Q2	$24K	Buy	1,375 +16	+1%	+$333	﹤0.01%	616
2022 Q1	$33K	Buy	1,359 +11	+0.8%	+$264	﹤0.01%	608
2021 Q4	$37K	Buy	1,348 +10	+0.7%	+$241	﹤0.01%	604
2021 Q3	$31K	Buy	1,338 +11	+0.8%	+$257	﹤0.01%	635
2021 Q2	$29K	Buy	1,327 +11	+0.8%	+$234	﹤0.01%	671
2021 Q1	$25K	Buy	1,316 +13	+1%	+$219	﹤0.01%	593
2020 Q4	$19K	Buy	+1,303	New	+$18.9K	﹤0.01%	600

Other funds holding UMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Tradition Wealth Management's UMH Position: Q1 2024 in Review

Tradition Wealth Management sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 1,486 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in UMH in Q4 2020 and held it in 13 quarters. The position peaked at $37K in Q4 2021. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

Tradition Wealth Management reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,486 UMH Properties shares in Q1 2024, an estimated $23K.
Tradition Wealth Management first reported a position in UMH Properties in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's UMH Properties position peaked at $37K in Q4 2021.
196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.