FGC
UHT

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

Financial Gravity Companies’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
2018
Q4 		$11K Buy
+154
New +$10.4K 0.01% 579
2018
Q1 		$39K Sell
645
-30
-4% -$1.88K 0.04% 391
2017
Q4 		$45K Buy
+675
New +$50.6K 0.05% 309

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Companies's UHT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Universal Health Realty Income Trust (UHT) in Q4 2018: 154 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UHT as recently as Q1 2018.

Financial Gravity Companies first reported a position in UHT in Q4 2017 and has held it in 3 quarters since. The position peaked at $45K in Q4 2017. 142 funds tracked by Wall St. Rank hold UHT as of Q4 2018.

  • Financial Gravity Companies held 154 shares of Universal Health Realty Income Trust worth $11K as of Q4 2018.
  • Universal Health Realty Income Trust was a new Financial Gravity Companies position in Q4 2018.
  • Universal Health Realty Income Trust made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #579 holding.
  • Financial Gravity Companies first reported a position in Universal Health Realty Income Trust in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Universal Health Realty Income Trust position peaked at $45K in Q4 2017.
  • 142 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.