UFF
UMH

USA Financial Formulas’s UMH Properties UMH Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-1,179
Closed -$23.2K – 362
2024
Q3 		$23.2K Buy
+1,179
New +$21.9K ﹤0.01% 244

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's UMH Position: Q4 2024 in Review

USA Financial Formulas sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 1,179 shares — an estimated $23.2K sold.

USA Financial Formulas first reported a position in UMH in Q3 2024 and held it in 1 quarter. The position peaked at $23.2K in Q3 2024. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • USA Financial Formulas reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 1,179 UMH Properties shares in Q4 2024, an estimated $23.2K.
  • USA Financial Formulas first reported a position in UMH Properties in Q3 2024 and held it in 1 quarter.
  • USA Financial Formulas's UMH Properties position peaked at $23.2K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.