UBS Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.57M | Buy |
331,643
+89,864
| +37% | +$1.51M | ﹤0.01% | 2970 |
|
2025
Q1 | $4.52M | Buy |
241,779
+27,473
| +13% | +$514K | ﹤0.01% | 3044 |
|
2024
Q4 | $4.05M | Buy |
214,306
+117,681
| +122% | +$2.22M | ﹤0.01% | 3175 |
|
2024
Q3 | $1.9M | Buy |
96,625
+22,137
| +30% | +$435K | ﹤0.01% | 3070 |
|
2024
Q2 | $1.19M | Sell |
74,488
-44,541
| -37% | -$712K | ﹤0.01% | 3249 |
|
2024
Q1 | $1.93M | Sell |
119,029
-1,989
| -2% | -$32.3K | ﹤0.01% | 3015 |
|
2023
Q4 | $1.85M | Buy |
121,018
+32,435
| +37% | +$497K | ﹤0.01% | 2930 |
|
2023
Q3 | $1.24M | Sell |
88,583
-451
| -0.5% | -$6.32K | ﹤0.01% | 2919 |
|
2023
Q2 | $1.42M | Buy |
89,034
+17,594
| +25% | +$281K | ﹤0.01% | 2985 |
|
2023
Q1 | $1.06M | Buy |
71,440
+11,991
| +20% | +$177K | ﹤0.01% | 3137 |
|
2022
Q4 | $957K | Buy |
59,449
+7,407
| +14% | +$119K | ﹤0.01% | 3178 |
|
2022
Q3 | $840K | Buy |
52,042
+1,670
| +3% | +$27K | ﹤0.01% | 2984 |
|
2022
Q2 | $890K | Buy |
50,372
+4,772
| +10% | +$84.3K | ﹤0.01% | 2968 |
|
2022
Q1 | $1.12M | Sell |
45,600
-6,730
| -13% | -$165K | ﹤0.01% | 3126 |
|
2021
Q4 | $1.43M | Buy |
52,330
+11,296
| +28% | +$309K | ﹤0.01% | 3159 |
|
2021
Q3 | $940K | Sell |
41,034
-1,312
| -3% | -$30.1K | ﹤0.01% | 3302 |
|
2021
Q2 | $924K | Sell |
42,346
-13,361
| -24% | -$292K | ﹤0.01% | 3311 |
|
2021
Q1 | $1.07M | Buy |
55,707
+157
| +0.3% | +$3.01K | ﹤0.01% | 3293 |
|
2020
Q4 | $823K | Buy |
55,550
+2,733
| +5% | +$40.5K | ﹤0.01% | 3292 |
|
2020
Q3 | $715K | Sell |
52,817
-5,632
| -10% | -$76.2K | ﹤0.01% | 3137 |
|
2020
Q2 | $756K | Sell |
58,449
-6,651
| -10% | -$86K | ﹤0.01% | 3043 |
|
2020
Q1 | $707K | Sell |
65,100
-27,081
| -29% | -$294K | ﹤0.01% | 2941 |
|
2019
Q4 | $1.45M | Buy |
92,181
+34,092
| +59% | +$536K | ﹤0.01% | 3030 |
|
2019
Q3 | $818K | Buy |
58,089
+21,757
| +60% | +$306K | ﹤0.01% | 3347 |
|
2019
Q2 | $451K | Buy |
36,332
+5,096
| +16% | +$63.3K | ﹤0.01% | 3605 |
|
2019
Q1 | $440K | Sell |
31,236
-9,344
| -23% | -$132K | ﹤0.01% | 3437 |
|
2018
Q4 | $481K | Buy |
40,580
+2,209
| +6% | +$26.2K | ﹤0.01% | 3534 |
|
2018
Q3 | $600K | Buy |
38,371
+2,732
| +8% | +$42.7K | ﹤0.01% | 3533 |
|
2018
Q2 | $547K | Buy |
35,639
+4,725
| +15% | +$72.5K | ﹤0.01% | 3480 |
|
2018
Q1 | $415K | Buy |
30,914
+1,423
| +5% | +$19.1K | ﹤0.01% | 3581 |
|
2017
Q4 | $439K | Sell |
29,491
-1,412
| -5% | -$21K | ﹤0.01% | 3539 |
|
2017
Q3 | $481K | Sell |
30,903
-244
| -0.8% | -$3.8K | ﹤0.01% | 3479 |
|
2017
Q2 | $531K | Buy |
31,147
+2,893
| +10% | +$49.3K | ﹤0.01% | 3319 |
|
2017
Q1 | $430K | Sell |
28,254
-7,018
| -20% | -$107K | ﹤0.01% | 3371 |
|
2016
Q4 | $531K | Buy |
35,272
+12,056
| +52% | +$181K | ﹤0.01% | 3267 |
|
2016
Q3 | $277K | Sell |
23,216
-4,015
| -15% | -$47.9K | ﹤0.01% | 3514 |
|
2016
Q2 | $306K | Buy |
27,231
+7,760
| +40% | +$87.2K | ﹤0.01% | 3478 |
|
2016
Q1 | $193K | Buy |
19,471
+101
| +0.5% | +$1K | ﹤0.01% | 3798 |
|
2015
Q4 | $196K | Sell |
19,370
-946
| -5% | -$9.57K | ﹤0.01% | 3780 |
|
2015
Q3 | $189K | Buy |
20,316
+860
| +4% | +$8K | ﹤0.01% | 3752 |
|
2015
Q2 | $191K | Sell |
19,456
-1,904
| -9% | -$18.7K | ﹤0.01% | 3906 |
|
2015
Q1 | $215K | Buy |
21,360
+3,847
| +22% | +$38.7K | ﹤0.01% | 3744 |
|
2014
Q4 | $168K | Buy |
+17,513
| New | +$168K | ﹤0.01% | 3890 |
|