Benjamin F. Edwards & Company’s US Physical Therapy USPH Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$89K	Buy	958 +409	+74%	+$41.4K	﹤0.01%	1139
2024 Q1	$61K	Buy	549 +400	+268%	+$39.9K	﹤0.01%	1240
2023 Q4	$14K	Buy	+149	New	+$13.1K	﹤0.01%	1583
2023 Q3	–	Sell	-6	Closed	-$1K	–	1837
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	1736
2023 Q1	$1K	Sell	6 -31	-84%	-$2.96K	﹤0.01%	1752
2022 Q4	$3K	Hold	37	–	–	﹤0.01%	1698
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	1679
2022 Q2	$4K	Hold	37	–	–	﹤0.01%	1600
2022 Q1	$4K	Buy	37 +6	+19%	+$572	﹤0.01%	1585
2021 Q4	$3K	Sell	31 -414	-93%	-$41.5K	﹤0.01%	1612
2021 Q3	$49K	Buy	445 +112	+34%	+$12.8K	﹤0.01%	1032
2021 Q2	$39K	Buy	333 +302	+974%	+$34.7K	﹤0.01%	1083
2021 Q1	$3K	Hold	31	–	–	﹤0.01%	1591
2020 Q4	$4K	Sell	31 -553	-95%	-$55.8K	﹤0.01%	1464
2020 Q3	$51K	Buy	584 +553	+1,784%	+$47.6K	﹤0.01%	895
2020 Q2	$3K	Hold	31	–	–	﹤0.01%	1549
2020 Q1	$2K	Sell	31 -17	-35%	-$1.79K	﹤0.01%	1619
2019 Q4	$5K	Buy	48 +17	+55%	+$2.12K	﹤0.01%	1634
2019 Q3	$4K	Buy	+31	New	+$4.04K	﹤0.01%	1655

Other funds holding USPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Benjamin F. Edwards & Company's USPH Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its US Physical Therapy (USPH) stake by 74% in Q2 2024, buying an estimated $41.4K and bringing the position to 958 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Benjamin F. Edwards & Company first reported a position in USPH in Q3 2019 and has held it in 19 quarters since. 243 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

Benjamin F. Edwards & Company held 958 shares of US Physical Therapy worth $89K as of Q2 2024.
Benjamin F. Edwards & Company bought 409 US Physical Therapy shares in Q2 2024, an estimated $41.4K.
US Physical Therapy made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1139 holding.
Benjamin F. Edwards & Company first reported a position in US Physical Therapy in Q3 2019 and has held it in 19 quarters since.
243 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.