Truist Financial
UMH

Truist Financial’s UMH Properties UMH Stock Holding History

Truist Financial’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
2020
Q3 		– Sell
-23,000
Closed -$298K – 2571
2020
Q2 		$298K Buy
23,000
+4,000
+21% +$48.3K ﹤0.01% 1947
2020
Q1 		$206K Hold
19,000
– – ﹤0.01% 2114
2019
Q4 		$299K Buy
+19,000
New +$286K ﹤0.01% 2155

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truist Financial's UMH Position: Q3 2020 in Review

Truist Financial sold out of UMH Properties (UMH) in Q3 2020, closing a stake of 23,000 shares — an estimated $298K sold.

Truist Financial first reported a position in UMH in Q4 2019 and held it in 3 quarters. The position peaked at $299K in Q4 2019. 127 funds tracked by Wall St. Rank hold UMH as of Q3 2020.

  • Truist Financial reported no remaining UMH Properties position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 23,000 UMH Properties shares in Q3 2020, an estimated $298K.
  • Truist Financial first reported a position in UMH Properties in Q4 2019 and held it in 3 quarters.
  • Truist Financial's UMH Properties position peaked at $299K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held UMH Properties as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.