Aaron Wealth Advisors’s US Physical Therapy USPH Stock Holding History

Aaron Wealth Advisors’s Portfolio USPH Stock Details USPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,000	Closed	-$459K	–	289
2023 Q3	$459K	Hold	5,000	–	–	0.06%	156
2023 Q2	$607K	Hold	5,000	–	–	0.08%	139
2023 Q1	$490K	Hold	5,000	–	–	0.07%	155
2022 Q4	$405K	Hold	5,000	–	–	0.06%	169
2022 Q3	$380K	Buy	+5,000	New	+$481K	0.07%	143

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Aaron Wealth Advisors's USPH Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of US Physical Therapy (USPH) in Q4 2023, closing a stake of 5,000 shares — an estimated $459K sold.

Aaron Wealth Advisors first reported a position in USPH in Q3 2022 and held it in 5 quarters. The position peaked at $607K in Q2 2023. 212 funds tracked by Wall St. Rank hold USPH as of Q4 2023.

Aaron Wealth Advisors reported no remaining US Physical Therapy position as of Q4 2023 after selling out during the quarter.
Aaron Wealth Advisors sold 5,000 US Physical Therapy shares in Q4 2023, an estimated $459K.
Aaron Wealth Advisors first reported a position in US Physical Therapy in Q3 2022 and held it in 5 quarters.
Aaron Wealth Advisors's US Physical Therapy position peaked at $607K in Q2 2023.
212 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.