VFA
UMH

Valeo Financial Advisors’s UMH Properties UMH Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-75
Closed -$1K – 1749
2021
Q1 		$1K Buy
+75
New +$1.26K ﹤0.01% 1949

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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Valeo Financial Advisors's UMH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of UMH Properties (UMH) in Q2 2021, closing a stake of 75 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UMH in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 159 funds tracked by Wall St. Rank hold UMH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining UMH Properties position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 75 UMH Properties shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in UMH Properties in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's UMH Properties position peaked at $1K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held UMH Properties as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.