AWM
UHT

Ariadne Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Ariadne Wealth Management’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,974
Closed -$402K – 282
2024
Q2 		$402K Buy
+2,974
New +$109K 0.31% 76

Other funds holding UHT

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ariadne Wealth Management's UHT Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2024, closing a stake of 2,974 shares — an estimated $402K sold.

Ariadne Wealth Management first reported a position in UHT in Q2 2024 and held it in 1 quarter. The position peaked at $402K in Q2 2024. 173 funds tracked by Wall St. Rank hold UHT as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 2,974 Universal Health Realty Income Trust shares in Q3 2024, an estimated $402K.
  • Ariadne Wealth Management first reported a position in Universal Health Realty Income Trust in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Universal Health Realty Income Trust position peaked at $402K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.