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Crewe Advisors’s US Physical Therapy USPH Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-125
Closed -$11.6K – 984
2024
Q2 		$11.6K Buy
+125
New +$12.6K ﹤0.01% 660
2023
Q2 		– Sell
-211
Closed -$20.7K – 1012
2023
Q1 		$20.7K Hold
211
– – ﹤0.01% 425
2022
Q4 		$17.1K Hold
211
– – ﹤0.01% 449
2022
Q3 		$16K Hold
211
– – ﹤0.01% 538
2022
Q2 		$23K Buy
+211
New +$22.4K 0.01% 397

Other funds holding USPH

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crewe Advisors's USPH Position: Q3 2024 in Review

Crewe Advisors sold out of US Physical Therapy (USPH) in Q3 2024, closing a stake of 125 shares — an estimated $11.6K sold.

Crewe Advisors first reported a position in USPH in Q2 2022 and held it in 5 quarters. The position peaked at $23K in Q2 2022. 257 funds tracked by Wall St. Rank hold USPH as of Q3 2024.

  • Crewe Advisors reported no remaining US Physical Therapy position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 125 US Physical Therapy shares in Q3 2024, an estimated $11.6K.
  • Crewe Advisors first reported a position in US Physical Therapy in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's US Physical Therapy position peaked at $23K in Q2 2022.
  • 257 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.