FIM
UHT

Freedom Investment Management’s Universal Health Realty Income Trust UHT Stock Holding History

Freedom Investment 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
Q2 		– Sell
-1,793
Closed -$225K – 689
2020
Q1 		$225K Buy
+1,793
New +$198K 0.02% 601
2018
Q2 		– Sell
-6,365
Closed -$383K – 1142
2018
Q1 		$383K Buy
6,365
+936
+17% +$58.5K 0.02% 779
2017
Q4 		$408K Buy
+5,429
New +$407K 0.02% 727

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's UHT Position: Q2 2020 in Review

Freedom Investment Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2020, closing a stake of 1,793 shares — an estimated $225K sold.

Freedom Investment Management first reported a position in UHT in Q4 2017 and held it in 3 quarters. The position peaked at $408K in Q4 2017. 172 funds tracked by Wall St. Rank hold UHT as of Q2 2020.

  • Freedom Investment Management reported no remaining Universal Health Realty Income Trust position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 1,793 Universal Health Realty Income Trust shares in Q2 2020, an estimated $225K.
  • Freedom Investment Management first reported a position in Universal Health Realty Income Trust in Q4 2017 and held it in 3 quarters.
  • Freedom Investment Management's Universal Health Realty Income Trust position peaked at $408K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.