WT
UMH

Whittier Trust’s UMH Properties UMH Stock Holding History

Whittier Trust’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
-1,500
Closed -$26K – 1764
2022
Q2 		$26K Hold
1,500
– – ﹤0.01% 1106
2022
Q1 		$37K Buy
+1,500
New +$36K ﹤0.01% 1046
2018
Q2 		– Sell
-5,300
Closed -$71K – 1336
2018
Q1 		$71K Buy
+5,300
New +$69K ﹤0.01% 702

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

Whittier Trust's UMH Position: Q3 2022 in Review

Whittier Trust sold out of UMH Properties (UMH) in Q3 2022, closing a stake of 1,500 shares — an estimated $26K sold.

Whittier Trust first reported a position in UMH in Q1 2018 and held it in 3 quarters. The position peaked at $71K in Q1 2018. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

  • Whittier Trust reported no remaining UMH Properties position as of Q3 2022 after selling out during the quarter.
  • Whittier Trust sold 1,500 UMH Properties shares in Q3 2022, an estimated $26K.
  • Whittier Trust first reported a position in UMH Properties in Q1 2018 and held it in 3 quarters.
  • Whittier Trust's UMH Properties position peaked at $71K in Q1 2018.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.