GI
UHT

Gradient Investments’s Universal Health Realty Income Trust UHT Stock Holding History

Gradient Investments’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
2021
Q2 		– Sell
-100
Closed -$7K – 1262
2021
Q1 		$7K Buy
+100
New +$6.58K ﹤0.01% 839

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gradient Investments's UHT Position: Q2 2021 in Review

Gradient Investments sold out of Universal Health Realty Income Trust (UHT) in Q2 2021, closing a stake of 100 shares — an estimated $7K sold.

Gradient Investments first reported a position in UHT in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 160 funds tracked by Wall St. Rank hold UHT as of Q2 2021.

  • Gradient Investments reported no remaining Universal Health Realty Income Trust position as of Q2 2021 after selling out during the quarter.
  • Gradient Investments sold 100 Universal Health Realty Income Trust shares in Q2 2021, an estimated $7K.
  • Gradient Investments first reported a position in Universal Health Realty Income Trust in Q1 2021 and held it in 1 quarter.
  • Gradient Investments's Universal Health Realty Income Trust position peaked at $7K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.