HPC
UHT

HM Payson & Co’s Universal Health Realty Income Trust UHT Stock Holding History

HM Payson & Co’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
2022
Q3 		– Sell
-415
Closed -$22K – 1083
2022
Q2 		$22K Hold
415
– – ﹤0.01% 700
2022
Q1 		$24K Hold
415
– – ﹤0.01% 721
2021
Q4 		$25K Buy
415
+173
+71% +$10.1K ﹤0.01% 729
2021
Q3 		$13K Buy
+242
New +$14.2K ﹤0.01% 811

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

HM Payson & Co's UHT Position: Q3 2022 in Review

HM Payson & Co sold out of Universal Health Realty Income Trust (UHT) in Q3 2022, closing a stake of 415 shares — an estimated $22K sold.

HM Payson & Co first reported a position in UHT in Q3 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 151 funds tracked by Wall St. Rank hold UHT as of Q3 2022.

  • HM Payson & Co reported no remaining Universal Health Realty Income Trust position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 415 Universal Health Realty Income Trust shares in Q3 2022, an estimated $22K.
  • HM Payson & Co first reported a position in Universal Health Realty Income Trust in Q3 2021 and held it in 4 quarters.
  • HM Payson & Co's Universal Health Realty Income Trust position peaked at $25K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.