Daniel L. Goodwin’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $461K | Hold |
11,413
| – | – | 0.22% | 49 |
|
|
2023
Q2 | $543K | Sell |
11,413
-200
| -2% | -$9.19K | 0.26% | 45 |
|
|
2023
Q1 | $559K | Sell |
11,613
-4,000
| -26% | -$206K | 0.28% | 46 |
|
|
2022
Q4 | $745K | Hold |
15,613
| – | – | 0.38% | 35 |
|
|
2022
Q3 | $675K | Hold |
15,613
| – | – | 0.39% | 35 |
|
|
2022
Q2 | $831K | Hold |
15,613
| – | – | 0.46% | 31 |
|
|
2022
Q1 | $911K | Hold |
15,613
| – | – | 0.39% | 33 |
|
|
2021
Q4 | $929K | Hold |
15,613
| – | – | 0.41% | 37 |
|
|
2021
Q3 | $863K | Hold |
15,613
| – | – | 0.4% | 36 |
|
|
2021
Q2 | $961K | Hold |
15,613
| – | – | 0.46% | 38 |
|
|
2021
Q1 | $1.06M | Hold |
15,613
| – | – | 0.55% | 31 |
|
|
2020
Q4 | $1M | Hold |
15,613
| – | – | 0.59% | 33 |
|
|
2020
Q3 | $890K | Hold |
15,613
| – | – | 0.62% | 33 |
|
|
2020
Q2 | $1.24M | Hold |
15,613
| – | – | 0.78% | 25 |
|
|
2020
Q1 | $1.57M | Hold |
15,613
| – | – | 1.27% | 19 |
|
|
2019
Q4 | $1.83M | Hold |
15,613
| – | – | 0.79% | 20 |
|
|
2019
Q3 | $1.6M | Hold |
15,613
| – | – | 0.73% | 19 |
|
|
2019
Q2 | $1.33M | Hold |
15,613
| – | – | 0.61% | 23 |
|
|
2019
Q1 | $1.18M | Hold |
15,613
| – | – | 0.54% | 24 |
|
|
2018
Q4 | $958K | Hold |
15,613
| – | – | 0.5% | 28 |
|
|
2018
Q3 | $1.16M | Hold |
15,613
| – | – | 0.55% | 25 |
|
|
2018
Q2 | $999K | Hold |
15,613
| – | – | 0.46% | 28 |
|
|
2018
Q1 | $938K | Hold |
15,613
| – | – | 0.46% | 29 |
|
|
2017
Q4 | $1.17M | Hold |
15,613
| – | – | 0.51% | 23 |
|
|
2017
Q3 | $1.18M | Hold |
15,613
| – | – | 0.53% | 24 |
|
|
2017
Q2 | $1.24M | Hold |
15,613
| – | – | 0.56% | 23 |
|
|
2017
Q1 | $1.01M | Hold |
15,613
| – | – | 0.42% | 30 |
|
|
2016
Q4 | $1.02M | Hold |
15,613
| – | – | 0.41% | 29 |
|
|
2016
Q3 | $984K | Hold |
15,613
| – | – | 0.35% | 31 |
|
|
2016
Q2 | $893K | Hold |
15,613
| – | – | 0.29% | 31 |
|
|
2016
Q1 | $878K | Hold |
15,613
| – | – | 0.21% | 34 |
|
|
2015
Q4 | $781K | Hold |
15,613
| – | – | 0.19% | 39 |
|
|
2015
Q3 | $733K | Hold |
15,613
| – | – | 0.2% | 38 |
|
|
2015
Q2 | $725K | Hold |
15,613
| – | – | 0.19% | 35 |
|
|
2015
Q1 | $878K | Buy |
+15,613
| New | +$816K | 0.19% | 40 |
|
|
2014
Q3 | – | Sell |
-7,242
| Closed | -$315K | – | 122 |
|
|
2014
Q2 | $315K | Sell |
7,242
-15,613
| -68% | -$670K | 0.06% | 82 |
|
|
2014
Q1 | $965K | Hold |
22,855
| – | – | 0.17% | 45 |
|
|
2013
Q4 | $915K | Buy |
22,855
+7,242
| +46% | +$306K | 0.17% | 46 |
|
|
2013
Q3 | $654K | Sell |
15,613
-7,242
| -32% | -$308K | 0.13% | 55 |
|
|
2013
Q2 | $985K | Buy |
+22,855
| New | +$1.17M | 0.19% | 44 |
|
Other funds holding UHT
Daniel L. Goodwin's UHT Position: Q3 2023 in Review
Daniel L. Goodwin held its Universal Health Realty Income Trust (UHT) position steady in Q3 2023 at 11,413 shares worth $461K. The position accounts for 0.22% of the portfolio, ranked #49.
Daniel L. Goodwin first reported a position in UHT in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.83M in Q4 2019. 159 funds tracked by Wall St. Rank hold UHT as of Q3 2023.
- Daniel L. Goodwin held 11,413 shares of Universal Health Realty Income Trust worth $461K as of Q3 2023.
- Daniel L. Goodwin left its Universal Health Realty Income Trust share count unchanged in Q3 2023.
- Universal Health Realty Income Trust made up 0.22% of Daniel L. Goodwin's portfolio in Q3 2023, its #49 holding.
- Daniel L. Goodwin first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 40 quarters since.
- Daniel L. Goodwin's Universal Health Realty Income Trust position peaked at $1.83M in Q4 2019.
- 159 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2023.
Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.