ECM
UHT

Everence Capital Management’s Universal Health Realty Income Trust UHT Stock Holding History

Everence Capital 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
2022
Q1 		– Sell
-3,390
Closed -$202K – 782
2021
Q4 		$202K Buy
+3,390
New +$197K 0.02% 728
2021
Q3 		– Sell
-3,390
Closed -$209K – 767
2021
Q2 		$209K Buy
+3,390
New +$229K 0.02% 687

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Everence Capital Management's UHT Position: Q1 2022 in Review

Everence Capital Management sold out of Universal Health Realty Income Trust (UHT) in Q1 2022, closing a stake of 3,390 shares — an estimated $202K sold.

Everence Capital Management first reported a position in UHT in Q2 2021 and held it in 2 quarters. The position peaked at $209K in Q2 2021. 160 funds tracked by Wall St. Rank hold UHT as of Q1 2022.

  • Everence Capital Management reported no remaining Universal Health Realty Income Trust position as of Q1 2022 after selling out during the quarter.
  • Everence Capital Management sold 3,390 Universal Health Realty Income Trust shares in Q1 2022, an estimated $202K.
  • Everence Capital Management first reported a position in Universal Health Realty Income Trust in Q2 2021 and held it in 2 quarters.
  • Everence Capital Management's Universal Health Realty Income Trust position peaked at $209K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2022.

Based on Everence Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.