Ergoteles’s US Physical Therapy USPH Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-6,200	Closed	-$753K	–	811
2023 Q2	$753K	Buy	6,200 +2,492	+67%	+$269K	0.04%	538
2023 Q1	$363K	Buy	3,708 +932	+34%	+$88.9K	0.01%	845
2022 Q4	$225K	Buy	+2,776	New	+$233K	0.01%	1024
2022 Q3	–	Sell	-2,000	Closed	-$218K	–	2004
2022 Q2	$218K	Buy	+2,000	New	+$212K	0.01%	1277
2021 Q3	–	Sell	-2,300	Closed	-$267K	–	1691
2021 Q2	$267K	Hold	2,300	–	–	0.01%	1127
2021 Q1	$239K	Buy	+2,300	New	+$286K	0.01%	610

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ergoteles's USPH Position: Q3 2023 in Review

Ergoteles sold out of US Physical Therapy (USPH) in Q3 2023, closing a stake of 6,200 shares — an estimated $753K sold.

Ergoteles first reported a position in USPH in Q1 2021 and held it in 6 quarters. The position peaked at $753K in Q2 2023. 217 funds tracked by Wall St. Rank hold USPH as of Q3 2023.

Ergoteles reported no remaining US Physical Therapy position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 6,200 US Physical Therapy shares in Q3 2023, an estimated $753K.
Ergoteles first reported a position in US Physical Therapy in Q1 2021 and held it in 6 quarters.
Ergoteles's US Physical Therapy position peaked at $753K in Q2 2023.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.