Ziegler Capital Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-66,615
| Closed | -$1.18M | – | 408 |
|
|
2022
Q2 | $1.18M | Buy |
66,615
+1,937
| +3% | +$34.2K | 0.05% | 278 |
|
|
2022
Q1 | $1.59M | Sell |
64,678
-7,100
| -10% | -$175K | 0.07% | 232 |
|
|
2021
Q4 | $1.96M | Sell |
71,778
-7,165
| -9% | -$196K | 0.07% | 225 |
|
|
2021
Q3 | $1.81M | Buy |
78,943
+371
| +0.5% | +$8.5K | 0.07% | 250 |
|
|
2021
Q2 | $1.71M | Buy |
78,572
+971
| +1% | +$21.2K | 0.06% | 267 |
|
|
2021
Q1 | $1.49M | Sell |
77,601
-2,033
| -3% | -$39K | 0.05% | 284 |
|
|
2020
Q4 | $1.18M | Sell |
79,634
-9,284
| -10% | -$137K | 0.04% | 298 |
|
|
2020
Q3 | $1.2M | Buy |
88,918
+14,348
| +19% | +$194K | 0.05% | 274 |
|
|
2020
Q2 | $964K | Buy |
+74,570
| New | +$964K | 0.03% | 316 |
|