CBT
UHT

CoreFirst Bank & Trust’s Universal Health Realty Income Trust UHT Stock Holding History

CoreFirst Bank & Trust’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
Q1 		– Sell
-640
Closed -$30.5K – 391
2022
Q4 		$30.5K Hold
640
– – 0.02% 272
2022
Q3 		$28K Hold
640
– – 0.02% 262
2022
Q2 		$34K Hold
640
– – 0.03% 245
2022
Q1 		$37K Hold
640
– – 0.03% 274
2021
Q4 		$38K Hold
640
– – 0.02% 284
2021
Q3 		$35K Hold
640
– – 0.02% 292
2021
Q2 		$39K Hold
640
– – 0.03% 286
2021
Q1 		$43K Hold
640
– – 0.03% 268
2020
Q4 		$41K Buy
+640
New +$38.9K 0.03% 249

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

CoreFirst Bank & Trust's UHT Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of Universal Health Realty Income Trust (UHT) in Q1 2023, closing a stake of 640 shares — an estimated $30.5K sold.

CoreFirst Bank & Trust first reported a position in UHT in Q4 2020 and held it in 9 quarters. The position peaked at $43K in Q1 2021. 166 funds tracked by Wall St. Rank hold UHT as of Q1 2023.

  • CoreFirst Bank & Trust reported no remaining Universal Health Realty Income Trust position as of Q1 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 640 Universal Health Realty Income Trust shares in Q1 2023, an estimated $30.5K.
  • CoreFirst Bank & Trust first reported a position in Universal Health Realty Income Trust in Q4 2020 and held it in 9 quarters.
  • CoreFirst Bank & Trust's Universal Health Realty Income Trust position peaked at $43K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.