Commonwealth Equity Services’s Universal Health Realty Income Trust UHT Stock Holding History

Commonwealth Equity Services’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
2021 Q3	–	Sell	-3,476	Closed	-$213K	–	3661
2021 Q2	$213K	Sell	3,476 -425	-11%	-$28.7K	﹤0.01%	3221
2021 Q1	$264K	Buy	3,901 +21	+0.5%	+$1.38K	﹤0.01%	2889
2020 Q4	$249K	Sell	3,880 -693	-15%	-$42.1K	﹤0.01%	2741
2020 Q3	$260K	Buy	4,573 +158	+4%	+$10.7K	﹤0.01%	2490
2020 Q2	$351K	Sell	4,415 -272	-6%	-$25.6K	﹤0.01%	2152
2020 Q1	$472K	Sell	4,687 -136	-3%	-$15K	﹤0.01%	1734
2019 Q4	$566K	Sell	4,823 -136	-3%	-$15.5K	﹤0.01%	1817
2019 Q3	$509K	Buy	4,959 +41	+0.8%	+$3.86K	﹤0.01%	1813
2019 Q2	$417K	Hold	4,918	–	–	﹤0.01%	1934
2019 Q1	$372K	Buy	4,918 +20	+0.4%	+$1.42K	﹤0.01%	1986
2018 Q4	$300K	Buy	4,898 +25	+0.5%	+$1.69K	﹤0.01%	2007
2018 Q3	$362K	Buy	4,873 +488	+11%	+$34.3K	﹤0.01%	2019
2018 Q2	$281K	Buy	4,385 +24	+0.6%	+$1.48K	﹤0.01%	2176
2018 Q1	$262K	Sell	4,361 -678	-13%	-$42.4K	﹤0.01%	2170
2017 Q4	$378K	Buy	5,039 +30	+0.6%	+$2.25K	﹤0.01%	1891
2017 Q3	$378K	Buy	5,009 +30	+0.6%	+$2.31K	﹤0.01%	1810
2017 Q2	$396K	Buy	4,979 +366	+8%	+$26.4K	﹤0.01%	1722
2017 Q1	$298K	Buy	+4,613	New	+$292K	﹤0.01%	1858
2016 Q4	–	Sell	-3,752	Closed	-$236K	–	2370
2016 Q3	$236K	Buy	3,752 +10	+0.3%	+$603	﹤0.01%	1886
2016 Q2	$214K	Buy	3,742 +13	+0.3%	+$717	﹤0.01%	1903
2016 Q1	$210K	Buy	+3,729	New	+$191K	﹤0.01%	1881
2015 Q4	–	Sell	-5,954	Closed	-$279K	–	2237
2015 Q3	$279K	Buy	5,954 +249	+4%	+$11.8K	﹤0.01%	1596
2015 Q2	$265K	Buy	5,705 +245	+4%	+$12.2K	﹤0.01%	1725
2015 Q1	$307K	Buy	5,460 +1,284	+31%	+$67.1K	﹤0.01%	1618
2014 Q4	$201K	Buy	+4,176	New	+$197K	﹤0.01%	1849

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services's UHT Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Universal Health Realty Income Trust (UHT) in Q3 2021, closing a stake of 3,476 shares — an estimated $213K sold.

Commonwealth Equity Services first reported a position in UHT in Q4 2014 and held it in 25 quarters. The position peaked at $566K in Q4 2019. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2021.

Commonwealth Equity Services reported no remaining Universal Health Realty Income Trust position as of Q3 2021 after selling out during the quarter.
Commonwealth Equity Services sold 3,476 Universal Health Realty Income Trust shares in Q3 2021, an estimated $213K.
Commonwealth Equity Services first reported a position in Universal Health Realty Income Trust in Q4 2014 and held it in 25 quarters.
Commonwealth Equity Services's Universal Health Realty Income Trust position peaked at $566K in Q4 2019.
154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.