First Citizens Bank & Trust’s Universal Health Realty Income Trust UHT Stock Holding History

First Citizens Bank & Trust’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	–	Sell	-2,217	Closed	-$228K	–	403
2019 Q3	$228K	Buy	+2,217	New	+$209K	0.03%	316
2017 Q1	–	Sell	-4,203	Closed	-$276K	–	539
2016 Q4	$276K	Sell	4,203 -1,877	-31%	-$113K	0.03%	368
2016 Q3	$383K	Sell	6,080 -2,065	-25%	-$125K	0.03%	336
2016 Q2	$466K	Sell	8,145 -873	-10%	-$48.2K	0.04%	298
2016 Q1	$507K	Sell	9,018 -6,629	-42%	-$340K	0.04%	268
2015 Q4	$783K	Sell	15,647 -683	-4%	-$34.1K	0.06%	242
2015 Q3	$767K	Buy	16,330 +15	+0.1%	+$714	0.06%	262
2015 Q2	$758K	Buy	16,315 +1,212	+8%	+$60.4K	0.05%	282
2015 Q1	$850K	Buy	+15,103	New	+$790K	0.06%	241

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Citizens Bank & Trust's UHT Position: Q4 2019 in Review

First Citizens Bank & Trust sold out of Universal Health Realty Income Trust (UHT) in Q4 2019, closing a stake of 2,217 shares — an estimated $228K sold.

First Citizens Bank & Trust first reported a position in UHT in Q1 2015 and held it in 9 quarters. The position peaked at $850K in Q1 2015. 182 funds tracked by Wall St. Rank hold UHT as of Q4 2019.

First Citizens Bank & Trust reported no remaining Universal Health Realty Income Trust position as of Q4 2019 after selling out during the quarter.
First Citizens Bank & Trust sold 2,217 Universal Health Realty Income Trust shares in Q4 2019, an estimated $228K.
First Citizens Bank & Trust first reported a position in Universal Health Realty Income Trust in Q1 2015 and held it in 9 quarters.
First Citizens Bank & Trust's Universal Health Realty Income Trust position peaked at $850K in Q1 2015.
182 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2019.

Based on First Citizens Bank & Trust's 13F filing for Q4 2019, filed 15 Jan 2020.