Zurich Cantonal Bank’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Buy |
104,883
+35,548
| +51% | +$550K | ﹤0.01% | 1190 |
|
|
2025
Q4 | $1.1M | Buy |
69,335
+2,377
| +4% | +$35.7K | ﹤0.01% | 1284 |
|
|
2025
Q3 | $994K | Buy |
66,958
+1,754
| +3% | +$28.1K | ﹤0.01% | 1288 |
|
|
2025
Q2 | $1.09M | Buy |
65,204
+21,370
| +49% | +$366K | ﹤0.01% | 1182 |
|
|
2025
Q1 | $820K | Sell |
43,834
-11,033
| -20% | -$201K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $1.04M | Buy |
54,867
+21,561
| +65% | +$411K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $655K | Buy |
33,306
+14,187
| +74% | +$264K | ﹤0.01% | 1375 |
|
|
2024
Q2 | $306K | Buy |
19,119
+2,102
| +12% | +$32.7K | ﹤0.01% | 1812 |
|
|
2024
Q1 | $276K | Hold |
17,017
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q4 | $261K | Hold |
17,017
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q3 | $239K | Buy |
17,017
+3,896
| +30% | +$59.9K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $210K | Buy |
13,121
+2,560
| +24% | +$39.6K | ﹤0.01% | 1897 |
|
|
2023
Q1 | $156K | Hold |
10,561
| – | – | ﹤0.01% | 2032 |
|
|
2022
Q4 | $170K | Buy |
10,561
+1,329
| +14% | +$22.4K | ﹤0.01% | 1922 |
|
|
2022
Q3 | $149K | Buy |
9,232
+4,074
| +79% | +$76.5K | ﹤0.01% | 1945 |
|
|
2022
Q2 | $91K | Sell |
5,158
-2,351
| -31% | -$48.9K | ﹤0.01% | 2318 |
|
|
2022
Q1 | $185K | Hold |
7,509
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q4 | $205K | Buy |
7,509
+3,703
| +97% | +$89.2K | ﹤0.01% | 2050 |
|
|
2021
Q3 | $87K | Buy |
+3,806
| New | +$88.8K | ﹤0.01% | 2414 |
|
|
2021
Q1 | – | Sell |
-5,342
| Closed | -$79K | – | 2578 |
|
|
2020
Q4 | $79K | Hold |
5,342
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q3 | $72K | Hold |
5,342
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q2 | $69K | Buy |
5,342
+2,405
| +82% | +$29.1K | ﹤0.01% | 2110 |
|
|
2020
Q1 | $32K | Hold |
2,937
| – | – | ﹤0.01% | 2154 |
|
|
2019
Q4 | $46K | Hold |
2,937
| – | – | ﹤0.01% | 2187 |
|
|
2019
Q3 | $41K | Hold |
2,937
| – | – | ﹤0.01% | 2168 |
|
|
2019
Q2 | $36K | Hold |
2,937
| – | – | ﹤0.01% | 2250 |
|
|
2019
Q1 | $41K | Buy |
2,937
+1,569
| +115% | +$21K | ﹤0.01% | 2124 |
|
|
2018
Q4 | $16K | Hold |
1,368
| – | – | ﹤0.01% | 2497 |
|
|
2018
Q3 | $21K | Hold |
1,368
| – | – | ﹤0.01% | 2470 |
|
|
2018
Q2 | $21K | Hold |
1,368
| – | – | ﹤0.01% | 2422 |
|
|
2018
Q1 | $18K | Hold |
1,368
| – | – | ﹤0.01% | 2431 |
|
|
2017
Q4 | $20K | Buy |
+1,368
| New | +$20.8K | ﹤0.01% | 2411 |
|
Other funds holding UMH
VPM
VCM
PMG