Envestnet Asset Management
UHT

Envestnet Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

Envestnet Asset Management’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
Q3 		– Sell
-4,109
Closed -$253K – 3769
2021
Q2 		$253K Buy
4,109
+15
+0.4% +$1.01K ﹤0.01% 3386
2021
Q1 		$278K Buy
+4,094
New +$269K ﹤0.01% 3172
2020
Q1 		– Sell
-2,098
Closed -$246K – 3139
2019
Q4 		$246K Buy
+2,098
New +$239K ﹤0.01% 2819

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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

Envestnet Asset Management's UHT Position: Q3 2021 in Review

Envestnet Asset Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2021, closing a stake of 4,109 shares — an estimated $253K sold.

Envestnet Asset Management first reported a position in UHT in Q4 2019 and held it in 3 quarters. The position peaked at $278K in Q1 2021. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2021.

  • Envestnet Asset Management reported no remaining Universal Health Realty Income Trust position as of Q3 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 4,109 Universal Health Realty Income Trust shares in Q3 2021, an estimated $253K.
  • Envestnet Asset Management first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 3 quarters.
  • Envestnet Asset Management's Universal Health Realty Income Trust position peaked at $278K in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2021.

Based on Envestnet Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.