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
2020 Q1	–	Sell	-4	Closed	-$117K	–	1361
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 $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's UHT Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Universal Health Realty Income Trust (UHT) in Q1 2020, closing a stake of 4 shares — an estimated $117K sold.

Financial Gravity Asset Management first reported a position in UHT in Q1 2018 and held it in 7 quarters. The position peaked at $117K in Q4 2019. 172 funds tracked by Wall St. Rank hold UHT as of Q1 2020.

Financial Gravity Asset Management reported no remaining Universal Health Realty Income Trust position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Universal Health Realty Income Trust shares in Q1 2020, an estimated $117K.
Financial Gravity Asset Management first reported a position in Universal Health Realty Income Trust in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Universal Health Realty Income Trust position peaked at $117K in Q4 2019.
172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.