WG
UMH

Winton Group’s UMH Properties UMH Stock Holding History

Winton 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
2020
Q4 		– Sell
-52,337
Closed -$709K – 1518
2020
Q3 		$709K Buy
+52,337
New +$698K 0.02% 965
2019
Q4 		– Sell
-18,535
Closed -$261K – 1770
2019
Q3 		$261K Buy
+18,535
New +$240K ﹤0.01% 1326
2019
Q2 		– Sell
-24,853
Closed -$350K – 1290
2019
Q1 		$350K Sell
24,853
-5,756
-19% -$77.2K 0.01% 741
2018
Q4 		$362K Sell
30,609
-12,910
-30% -$175K 0.01% 594
2018
Q3 		$681K Sell
43,519
-2,780
-6% -$43.7K 0.01% 516
2018
Q2 		$711K Sell
46,299
-40,406
-47% -$569K 0.02% 518
2018
Q1 		$1.16M Buy
+86,705
New +$1.13M 0.03% 456

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winton Group's UMH Position: Q4 2020 in Review

Winton Group sold out of UMH Properties (UMH) in Q4 2020, closing a stake of 52,337 shares — an estimated $709K sold.

Winton Group first reported a position in UMH in Q1 2018 and held it in 7 quarters. The position peaked at $1.16M in Q1 2018. 131 funds tracked by Wall St. Rank hold UMH as of Q4 2020.

  • Winton Group reported no remaining UMH Properties position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 52,337 UMH Properties shares in Q4 2020, an estimated $709K.
  • Winton Group first reported a position in UMH Properties in Q1 2018 and held it in 7 quarters.
  • Winton Group's UMH Properties position peaked at $1.16M in Q1 2018.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.