VVP
UMH

Venture Visionary Partners’s UMH Properties UMH Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-320
Closed -$5.65K – 1481
2022
Q2 		$5.65K Buy
+320
New +$6.65K ﹤0.01% 1381

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venture Visionary Partners's UMH Position: Q3 2022 in Review

Venture Visionary Partners sold out of UMH Properties (UMH) in Q3 2022, closing a stake of 320 shares — an estimated $5.65K sold.

Venture Visionary Partners first reported a position in UMH in Q2 2022 and held it in 1 quarter. The position peaked at $5.65K in Q2 2022. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

  • Venture Visionary Partners reported no remaining UMH Properties position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 320 UMH Properties shares in Q3 2022, an estimated $5.65K.
  • Venture Visionary Partners first reported a position in UMH Properties in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's UMH Properties position peaked at $5.65K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.