EI
UHT

Ellevest Inc’s Universal Health Realty Income Trust UHT Stock Holding History

Ellevest Inc’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
2021
Q4 		– Sell
-39
Closed -$2K – 1659
2021
Q3 		$2K Buy
+39
New +$2.3K ﹤0.01% 1187
2021
Q2 		– Sell
-48
Closed -$3K – 1422
2021
Q1 		$3K Buy
+48
New +$3.16K ﹤0.01% 1016
2020
Q3 		– Sell
-9
Closed -$1K – 1330
2020
Q2 		$1K Buy
9
+3
+50% +$282 ﹤0.01% 1067
2020
Q1 		$1K Hold
6
– – ﹤0.01% 992
2019
Q4 		$1K Buy
+6
New +$683 ﹤0.01% 882

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellevest Inc's UHT Position: Q4 2021 in Review

Ellevest Inc sold out of Universal Health Realty Income Trust (UHT) in Q4 2021, closing a stake of 39 shares — an estimated $2K sold.

Ellevest Inc first reported a position in UHT in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 165 funds tracked by Wall St. Rank hold UHT as of Q4 2021.

  • Ellevest Inc reported no remaining Universal Health Realty Income Trust position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 39 Universal Health Realty Income Trust shares in Q4 2021, an estimated $2K.
  • Ellevest Inc first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 5 quarters.
  • Ellevest Inc's Universal Health Realty Income Trust position peaked at $3K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.