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Ellsworth Advisors’s US Physical Therapy USPH Stock Holding History

Ellsworth 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
2021
Q4 		– Sell
-4,476
Closed -$495K – 180
2021
Q3 		$495K Buy
4,476
+227
+5% +$25.9K 0.23% 85
2021
Q2 		$492K Buy
+4,249
New +$488K 0.24% 80

Other funds holding USPH

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellsworth Advisors's USPH Position: Q4 2021 in Review

Ellsworth Advisors sold out of US Physical Therapy (USPH) in Q4 2021, closing a stake of 4,476 shares — an estimated $495K sold.

Ellsworth Advisors first reported a position in USPH in Q2 2021 and held it in 2 quarters. The position peaked at $495K in Q3 2021. 210 funds tracked by Wall St. Rank hold USPH as of Q4 2021.

  • Ellsworth Advisors reported no remaining US Physical Therapy position as of Q4 2021 after selling out during the quarter.
  • Ellsworth Advisors sold 4,476 US Physical Therapy shares in Q4 2021, an estimated $495K.
  • Ellsworth Advisors first reported a position in US Physical Therapy in Q2 2021 and held it in 2 quarters.
  • Ellsworth Advisors's US Physical Therapy position peaked at $495K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2021.

Based on Ellsworth Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.