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Alan B. Lancz & Associates’s US Physical Therapy USPH Stock Holding History

Alan B. Lancz & Associates’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
Q2 		– Sell
-1,300
Closed -$127K – 181
2023
Q1 		$127K Buy
+1,300
New +$124K 0.13% 171
2022
Q3 		– Sell
-1,300
Closed -$169K – 182
2022
Q2 		$169K Buy
+1,300
New +$138K 0.17% 146

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Alan B. Lancz & Associates's USPH Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of US Physical Therapy (USPH) in Q2 2023, closing a stake of 1,300 shares — an estimated $127K sold.

Alan B. Lancz & Associates first reported a position in USPH in Q2 2022 and held it in 2 quarters. The position peaked at $169K in Q2 2022. 213 funds tracked by Wall St. Rank hold USPH as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining US Physical Therapy position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 1,300 US Physical Therapy shares in Q2 2023, an estimated $127K.
  • Alan B. Lancz & Associates first reported a position in US Physical Therapy in Q2 2022 and held it in 2 quarters.
  • Alan B. Lancz & Associates's US Physical Therapy position peaked at $169K in Q2 2022.
  • 213 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.