BAAM
UHT

Baker Avenue Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-10
Closed -$476 – 1741
2023
Q2 		$476 Sell
10
-9
-47% -$414 ﹤0.01% 1431
2023
Q1 		$914 Hold
19
– – ﹤0.01% 1213
2022
Q4 		$907 Buy
+19
New +$916 ﹤0.01% 1126

Other funds holding UHT

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Avenue Asset Management's UHT Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2023, closing a stake of 10 shares — an estimated $476 sold.

Baker Avenue Asset Management first reported a position in UHT in Q4 2022 and held it in 3 quarters. The position peaked at $914 in Q1 2023. 159 funds tracked by Wall St. Rank hold UHT as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Universal Health Realty Income Trust position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 10 Universal Health Realty Income Trust shares in Q3 2023, an estimated $476.
  • Baker Avenue Asset Management first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's Universal Health Realty Income Trust position peaked at $914 in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.