Victory Capital Management
UMH

Victory Capital Management’s UMH Properties UMH Stock Holding History

Victory Capital Management’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
Q4 		– Sell
-84,400
Closed -$1.36M – 2712
2022
Q3 		$1.36M Sell
84,400
-20,136
-19% -$378K ﹤0.01% 1601
2022
Q2 		$1.85M Sell
104,536
-20,888
-17% -$434K ﹤0.01% 1495
2022
Q1 		$2.95M Sell
125,424
-19,995
-14% -$480K ﹤0.01% 1381
2021
Q4 		$3.97M Sell
145,419
-15,710
-10% -$379K ﹤0.01% 1384
2021
Q3 		$3.69M Buy
161,129
+22,417
+16% +$523K ﹤0.01% 1409
2021
Q2 		$3.03M Buy
138,712
+595
+0.4% +$12.7K ﹤0.01% 1508
2021
Q1 		$2.65M Sell
138,117
-18,217
-12% -$307K ﹤0.01% 1567
2020
Q4 		$2.31M Sell
156,334
-11,493
-7% -$167K ﹤0.01% 1475
2020
Q3 		$2.27M Sell
167,827
-49,551
-23% -$661K ﹤0.01% 1405
2020
Q2 		$2.81M Sell
217,378
-240,290
-53% -$2.9M ﹤0.01% 1327
2020
Q1 		$4.97M Buy
457,668
+203,282
+80% +$2.95M ﹤0.01% 1268
2019
Q4 		$4M Buy
254,386
+141,398
+125% +$2.13M ﹤0.01% 1266
2019
Q3 		$1.59M Buy
112,988
+3,861
+4% +$50K ﹤0.01% 1546
2019
Q2 		$1.35M Buy
109,127
+10,827
+11% +$146K ﹤0.01% 1238
2019
Q1 		$1.38M Buy
98,300
+16,100
+20% +$216K ﹤0.01% 1177
2018
Q4 		$973K Buy
82,200
+10,000
+14% +$135K ﹤0.01% 1228
2018
Q3 		$1.13M Sell
72,200
-23,500
-25% -$369K ﹤0.01% 1250
2018
Q2 		$1.47M Hold
95,700
– – ﹤0.01% 1153
2018
Q1 		$1.28M Buy
95,700
+22,100
+30% +$288K ﹤0.01% 1184
2017
Q4 		$1.1M Buy
+73,600
New +$1.12M ﹤0.01% 1211

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Victory Capital Management's UMH Position: Q4 2022 in Review

Victory Capital Management sold out of UMH Properties (UMH) in Q4 2022, closing a stake of 84,400 shares — an estimated $1.36M sold.

Victory Capital Management first reported a position in UMH in Q4 2017 and held it in 20 quarters. The position peaked at $4.97M in Q1 2020. 173 funds tracked by Wall St. Rank hold UMH as of Q4 2022.

  • Victory Capital Management reported no remaining UMH Properties position as of Q4 2022 after selling out during the quarter.
  • Victory Capital Management sold 84,400 UMH Properties shares in Q4 2022, an estimated $1.36M.
  • Victory Capital Management first reported a position in UMH Properties in Q4 2017 and held it in 20 quarters.
  • Victory Capital Management's UMH Properties position peaked at $4.97M in Q1 2020.
  • 173 funds tracked by Wall St. Rank held UMH Properties as of Q4 2022.

Based on Victory Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.