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Fernwood Investment Management’s US Physical Therapy USPH Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-119
Closed -$13.4K – 661
2024
Q1 		$13.4K Buy
+119
New +$11.9K ﹤0.01% 515
2019
Q4 		– Sell
-2,509
Closed -$328K – 185
2019
Q3 		$328K Buy
+2,509
New +$327K 0.16% 127

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Vanguard Group
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CCM
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State Street
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BTW
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SAM
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Dimensional Fund Advisors
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fernwood Investment Management's USPH Position: Q2 2024 in Review

Fernwood Investment Management sold out of US Physical Therapy (USPH) in Q2 2024, closing a stake of 119 shares — an estimated $13.4K sold.

Fernwood Investment Management first reported a position in USPH in Q3 2019 and held it in 2 quarters. The position peaked at $328K in Q3 2019. 242 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

  • Fernwood Investment Management reported no remaining US Physical Therapy position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 119 US Physical Therapy shares in Q2 2024, an estimated $13.4K.
  • Fernwood Investment Management first reported a position in US Physical Therapy in Q3 2019 and held it in 2 quarters.
  • Fernwood Investment Management's US Physical Therapy position peaked at $328K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.