Financial Gravity Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

Financial Gravity Asset 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
2019 Q4	$117K	Buy	4 +2	+100%	+$228	0.08%	261
2019 Q3	$0	Sell	2 -33	-94%	-$3.11K	﹤0.01%	1563
2019 Q2	$3K	Sell	35 -84	-71%	-$6.9K	﹤0.01%	841
2019 Q1	$9K	Buy	+119	New	+$8.47K	0.01%	583
2018 Q3	$4K	Sell	61 -5	-8%	-$352	﹤0.01%	807
2018 Q2	$5K	Sell	66 -579	-90%	-$35.7K	﹤0.01%	782
2018 Q1	$39K	Buy	+645	New	+$40.3K	0.04%	391

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's UHT Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Universal Health Realty Income Trust (UHT) stake by 100% in Q4 2019, buying an estimated $228 and bringing the position to 4 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #261.

Financial Gravity Asset Management first reported a position in UHT in Q1 2018 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold UHT as of Q4 2019.

Financial Gravity Asset Management held 4 shares of Universal Health Realty Income Trust worth $117K as of Q4 2019.
Financial Gravity Asset Management bought 2 Universal Health Realty Income Trust shares in Q4 2019, an estimated $228.
Universal Health Realty Income Trust made up 0.08% of Financial Gravity Asset Management's portfolio in Q4 2019, its #261 holding.
Financial Gravity Asset Management first reported a position in Universal Health Realty Income Trust in Q1 2018 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.