Everence Capital Management’s US Physical Therapy USPH Stock Holding History

Everence Capital Management’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
2024 Q3	–	Sell	-2,080	Closed	-$211	–	811
2024 Q2	$211	Hold	2,080	–	–	0.01%	670
2024 Q1	$235	Buy	+2,080	New	+$208K	0.02%	661
2023 Q3	–	Sell	-2,080	Closed	-$212K	–	804
2023 Q2	$212K	Hold	2,080	–	–	0.02%	632
2023 Q1	$204	Buy	+2,080	New	+$198K	0.02%	677
2022 Q3	–	Sell	-2,080	Closed	-$227K	–	748
2022 Q2	$227K	Hold	2,080	–	–	0.02%	600
2022 Q1	$207K	Buy	+2,080	New	+$198K	0.02%	685
2021 Q4	–	Sell	-2,080	Closed	-$230K	–	794
2021 Q3	$230K	Hold	2,080	–	–	0.02%	646
2021 Q2	$241K	Hold	2,080	–	–	0.02%	636
2021 Q1	$217K	Sell	2,080 -990	-32%	-$123K	0.02%	664
2020 Q4	$369K	Hold	3,070	–	–	0.04%	438
2020 Q3	$267K	Sell	3,070 -1,020	-25%	-$87.8K	0.03%	500
2020 Q2	$303K	Buy	+4,090	New	+$298K	0.04%	454
2020 Q1	–	Sell	-2,050	Closed	-$234K	–	688
2019 Q4	$234K	Hold	2,050	–	–	0.03%	561
2019 Q3	$268K	Hold	2,050	–	–	0.04%	466
2019 Q2	$251K	Hold	2,050	–	–	0.04%	476
2019 Q1	$215K	Buy	+2,050	New	+$220K	0.04%	523

Other funds holding USPH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

BTW

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Everence Capital Management's USPH Position: Q3 2024 in Review

Everence Capital Management sold out of US Physical Therapy (USPH) in Q3 2024, closing a stake of 2,080 shares — an estimated $211 sold.

Everence Capital Management first reported a position in USPH in Q1 2019 and held it in 16 quarters. The position peaked at $369K in Q4 2020. 257 funds tracked by Wall St. Rank hold USPH as of Q3 2024.

Everence Capital Management reported no remaining US Physical Therapy position as of Q3 2024 after selling out during the quarter.
Everence Capital Management sold 2,080 US Physical Therapy shares in Q3 2024, an estimated $211.
Everence Capital Management first reported a position in US Physical Therapy in Q1 2019 and held it in 16 quarters.
Everence Capital Management's US Physical Therapy position peaked at $369K in Q4 2020.
257 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2024.

Based on Everence Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.