H
UHT

HoyleCohen’s Universal Health Realty Income Trust UHT Stock Holding History

HoyleCohen’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
Q1 		– Sell
-2,480
Closed -$291K – 194
2019
Q4 		$291K Hold
2,480
– – 0.05% 170
2019
Q3 		$255K Buy
+2,480
New +$234K 0.04% 176
2018
Q4 		– Sell
-2,780
Closed -$207K – 173
2018
Q3 		$207K Buy
+2,780
New +$196K 0.04% 162

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
Northern Trust
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HoyleCohen's UHT Position: Q1 2020 in Review

HoyleCohen sold out of Universal Health Realty Income Trust (UHT) in Q1 2020, closing a stake of 2,480 shares — an estimated $291K sold.

HoyleCohen first reported a position in UHT in Q3 2018 and held it in 3 quarters. The position peaked at $291K in Q4 2019. 172 funds tracked by Wall St. Rank hold UHT as of Q1 2020.

  • HoyleCohen reported no remaining Universal Health Realty Income Trust position as of Q1 2020 after selling out during the quarter.
  • HoyleCohen sold 2,480 Universal Health Realty Income Trust shares in Q1 2020, an estimated $291K.
  • HoyleCohen first reported a position in Universal Health Realty Income Trust in Q3 2018 and held it in 3 quarters.
  • HoyleCohen's Universal Health Realty Income Trust position peaked at $291K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2020.

Based on HoyleCohen's 13F filing for Q1 2020, filed 8 May 2020.