Wellington Management Group
UMH

Wellington Management Group’s UMH Properties UMH Stock Holding History

Wellington Management Group’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
2017
Q4 		– Sell
-371,282
Closed -$5.77M – 2306
2017
Q3 		$5.77M Hold
371,282
– – ﹤0.01% 1435
2017
Q2 		$6.33M Buy
+371,282
New +$6.12M ﹤0.01% 1359

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
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group's UMH Position: Q4 2017 in Review

Wellington Management Group sold out of UMH Properties (UMH) in Q4 2017, closing a stake of 371,282 shares — an estimated $5.77M sold.

Wellington Management Group first reported a position in UMH in Q2 2017 and held it in 2 quarters. The position peaked at $6.33M in Q2 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q4 2017.

  • Wellington Management Group reported no remaining UMH Properties position as of Q4 2017 after selling out during the quarter.
  • Wellington Management Group sold 371,282 UMH Properties shares in Q4 2017, an estimated $5.77M.
  • Wellington Management Group first reported a position in UMH Properties in Q2 2017 and held it in 2 quarters.
  • Wellington Management Group's UMH Properties position peaked at $6.33M in Q2 2017.
  • 120 funds tracked by Wall St. Rank held UMH Properties as of Q4 2017.

Based on Wellington Management Group's 13F filing for Q4 2017, filed 13 Feb 2018.