CAI
UHT

Capital Advisors Inc’s Universal Health Realty Income Trust UHT Stock Holding History

Capital Advisors Inc’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
2020
Q2 		– Sell
-2,245
Closed -$226K – 203
2020
Q1 		$226K Hold
2,245
– – 0.01% 148
2019
Q4 		$263K Buy
+2,245
New +$256K 0.01% 166
2017
Q3 		– Sell
-2,645
Closed -$210K – 201
2017
Q2 		$210K Buy
+2,645
New +$191K 0.01% 180

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Inc's UHT Position: Q2 2020 in Review

Capital Advisors Inc sold out of Universal Health Realty Income Trust (UHT) in Q2 2020, closing a stake of 2,245 shares — an estimated $226K sold.

Capital Advisors Inc first reported a position in UHT in Q2 2017 and held it in 3 quarters. The position peaked at $263K in Q4 2019. 172 funds tracked by Wall St. Rank hold UHT as of Q2 2020.

  • Capital Advisors Inc reported no remaining Universal Health Realty Income Trust position as of Q2 2020 after selling out during the quarter.
  • Capital Advisors Inc sold 2,245 Universal Health Realty Income Trust shares in Q2 2020, an estimated $226K.
  • Capital Advisors Inc first reported a position in Universal Health Realty Income Trust in Q2 2017 and held it in 3 quarters.
  • Capital Advisors Inc's Universal Health Realty Income Trust position peaked at $263K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2020.

Based on Capital Advisors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.