EW
UHT

Evoke Wealth’s Universal Health Realty Income Trust UHT Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-41
Closed -$2K – 1273
2022
Q2 		$2K Hold
41
– – ﹤0.01% 1080
2022
Q1 		$2K Sell
41
-25
-38% -$1.45K ﹤0.01% 1080
2021
Q4 		$4K Hold
66
– – ﹤0.01% 965
2021
Q3 		$3K Hold
66
– – ﹤0.01% 971
2021
Q2 		$4K Hold
66
– – ﹤0.01% 951
2021
Q1 		$4K Hold
66
– – ﹤0.01% 911
2020
Q4 		$4K Hold
66
– – ﹤0.01% 791
2020
Q3 		$4K Hold
66
– – ﹤0.01% 740
2020
Q2 		$5K Hold
66
– – ﹤0.01% 687
2020
Q1 		$6.65K Hold
66
– – ﹤0.01% 565
2019
Q4 		$7.75K Hold
66
– – ﹤0.01% 817
2019
Q3 		$6.79K Buy
+66
New +$6.22K ﹤0.01% 915

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Evoke Wealth's UHT Position: Q3 2022 in Review

Evoke Wealth sold out of Universal Health Realty Income Trust (UHT) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.

Evoke Wealth first reported a position in UHT in Q3 2019 and held it in 12 quarters. The position peaked at $7.75K in Q4 2019. 151 funds tracked by Wall St. Rank hold UHT as of Q3 2022.

  • Evoke Wealth reported no remaining Universal Health Realty Income Trust position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 41 Universal Health Realty Income Trust shares in Q3 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Universal Health Realty Income Trust in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Universal Health Realty Income Trust position peaked at $7.75K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.