CGH
UHT

Crossmark Global Holdings’s Universal Health Realty Income Trust UHT Stock Holding History

Crossmark Global Holdings’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
Q1 		– Sell
-1,740
Closed -$204K – 1366
2019
Q4 		$204K Buy
+1,740
New +$198K 0.01% 1327
2018
Q1 		– Sell
-2,780
Closed -$209K – 1627
2017
Q4 		$209K Sell
2,780
-300
-10% -$22.5K 0.01% 1564
2017
Q3 		$233K Buy
+3,080
New +$237K 0.01% 1480
2016
Q3 		$233K Buy
+3,080
New +$186K 0.01% 1480

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crossmark Global Holdings's UHT Position: Q1 2020 in Review

Crossmark Global Holdings sold out of Universal Health Realty Income Trust (UHT) in Q1 2020, closing a stake of 1,740 shares — an estimated $204K sold.

Crossmark Global Holdings first reported a position in UHT in Q3 2016 and held it in 4 quarters. The position peaked at $233K in Q3 2017. 172 funds tracked by Wall St. Rank hold UHT as of Q1 2020.

  • Crossmark Global Holdings reported no remaining Universal Health Realty Income Trust position as of Q1 2020 after selling out during the quarter.
  • Crossmark Global Holdings sold 1,740 Universal Health Realty Income Trust shares in Q1 2020, an estimated $204K.
  • Crossmark Global Holdings first reported a position in Universal Health Realty Income Trust in Q3 2016 and held it in 4 quarters.
  • Crossmark Global Holdings's Universal Health Realty Income Trust position peaked at $233K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2020.

Based on Crossmark Global Holdings's 13F filing for Q1 2020, filed 28 Apr 2020.