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First Dallas Securities’s US Physical Therapy USPH Stock Holding History

First Dallas Securities’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
2023
Q4 		– Sell
-11,695
Closed -$1.07M – 183
2023
Q3 		$1.07M Buy
+11,695
New +$1.26M 0.25% 91

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

First Dallas Securities's USPH Position: Q4 2023 in Review

First Dallas Securities sold out of US Physical Therapy (USPH) in Q4 2023, closing a stake of 11,695 shares — an estimated $1.07M sold.

First Dallas Securities first reported a position in USPH in Q3 2023 and held it in 1 quarter. The position peaked at $1.07M in Q3 2023. 212 funds tracked by Wall St. Rank hold USPH as of Q4 2023.

  • First Dallas Securities reported no remaining US Physical Therapy position as of Q4 2023 after selling out during the quarter.
  • First Dallas Securities sold 11,695 US Physical Therapy shares in Q4 2023, an estimated $1.07M.
  • First Dallas Securities first reported a position in US Physical Therapy in Q3 2023 and held it in 1 quarter.
  • First Dallas Securities's US Physical Therapy position peaked at $1.07M in Q3 2023.
  • 212 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2023.

Based on First Dallas Securities's 13F filing for Q4 2023, filed 13 Feb 2024.