Dumont & Blake Investment Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Dumont & Blake Investment Advisors’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
2022 Q3	–	Sell	-4,481	Closed	-$238K	–	198
2022 Q2	$238K	Sell	4,481 -49	-1%	-$2.59K	0.08%	176
2022 Q1	$264K	Buy	4,530 +234	+5%	+$13.6K	0.07%	192
2021 Q4	$255K	Buy	4,296 +2	+0%	+$116	0.07%	180
2021 Q3	$237K	Buy	4,294 +187	+5%	+$11K	0.07%	183
2021 Q2	$253K	Buy	4,107 +7	+0.2%	+$474	0.07%	178
2021 Q1	$278K	Buy	+4,100	New	+$270K	0.09%	166

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Dumont & Blake Investment Advisors's UHT Position: Q3 2022 in Review

Dumont & Blake Investment Advisors sold out of Universal Health Realty Income Trust (UHT) in Q3 2022, closing a stake of 4,481 shares — an estimated $238K sold.

Dumont & Blake Investment Advisors first reported a position in UHT in Q1 2021 and held it in 6 quarters. The position peaked at $278K in Q1 2021. 151 funds tracked by Wall St. Rank hold UHT as of Q3 2022.

Dumont & Blake Investment Advisors reported no remaining Universal Health Realty Income Trust position as of Q3 2022 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 4,481 Universal Health Realty Income Trust shares in Q3 2022, an estimated $238K.
Dumont & Blake Investment Advisors first reported a position in Universal Health Realty Income Trust in Q1 2021 and held it in 6 quarters.
Dumont & Blake Investment Advisors's Universal Health Realty Income Trust position peaked at $278K in Q1 2021.
151 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.