HSBC Holdings’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,629
| Closed | -$207K | – | 3175 |
|
|
2024
Q1 | $207K | Sell |
5,629
-1,349
| -19% | -$53.5K | ﹤0.01% | 2672 |
|
|
2023
Q4 | $302K | Buy |
6,978
+1,090
| +19% | +$44.4K | ﹤0.01% | 2282 |
|
|
2023
Q3 | $238K | Sell |
5,888
-1,057
| -15% | -$49K | ﹤0.01% | 2332 |
|
|
2023
Q2 | $330K | Buy |
6,945
+548
| +9% | +$25.2K | ﹤0.01% | 2115 |
|
|
2023
Q1 | $308K | Sell |
6,397
-1,695
| -21% | -$87.5K | ﹤0.01% | 2223 |
|
|
2022
Q4 | $387K | Sell |
8,092
-244
| -3% | -$11.8K | ﹤0.01% | 2399 |
|
|
2022
Q3 | $359K | Buy |
8,336
+2,184
| +36% | +$111K | ﹤0.01% | 2329 |
|
|
2022
Q2 | $329K | Sell |
6,152
-288
| -4% | -$15.2K | ﹤0.01% | 2584 |
|
|
2022
Q1 | $379K | Buy |
6,440
+2,014
| +46% | +$117K | ﹤0.01% | 2607 |
|
|
2021
Q4 | $262K | Buy |
4,426
+770
| +21% | +$44.8K | ﹤0.01% | 2879 |
|
|
2021
Q3 | $203K | Buy |
3,656
+75
| +2% | +$4.42K | ﹤0.01% | 2786 |
|
|
2021
Q2 | $221K | Buy |
+3,581
| New | +$242K | ﹤0.01% | 2702 |
|
|
2021
Q1 | – | Sell |
-3,357
| Closed | -$215K | – | 3144 |
|
|
2020
Q4 | $215K | Buy |
+3,357
| New | +$204K | ﹤0.01% | 2777 |
|
|
2020
Q2 | – | Sell |
-2,462
| Closed | -$247K | – | 2872 |
|
|
2020
Q1 | $247K | Sell |
2,462
-48
| -2% | -$5.29K | ﹤0.01% | 2170 |
|
|
2019
Q4 | $290K | Sell |
2,510
-68
| -3% | -$7.74K | ﹤0.01% | 2574 |
|
|
2019
Q3 | $265K | Buy |
+2,578
| New | +$243K | ﹤0.01% | 2708 |
|
|
2019
Q2 | – | Sell |
-3,078
| Closed | -$233K | – | 2862 |
|
|
2019
Q1 | $233K | Buy |
+3,078
| New | +$219K | ﹤0.01% | 2478 |
|
|
2017
Q1 | – | Sell |
-4,225
| Closed | -$277K | – | 2594 |
|
|
2016
Q4 | $277K | Buy |
+4,225
| New | +$254K | ﹤0.01% | 2294 |
|
|
2015
Q2 | – | Sell |
-5,822
| Closed | -$328K | – | 2277 |
|
|
2015
Q1 | $328K | Buy |
5,822
+978
| +20% | +$51.1K | ﹤0.01% | 1713 |
|
|
2014
Q4 | $233K | Sell |
4,844
-5,715
| -54% | -$269K | ﹤0.01% | 1660 |
|
|
2014
Q3 | $440K | Sell |
10,559
-42
| -0.4% | -$1.82K | ﹤0.01% | 1498 |
|
|
2014
Q2 | $461K | Sell |
10,601
-3,270
| -24% | -$140K | ﹤0.01% | 1481 |
|
|
2014
Q1 | $586K | Buy |
13,871
+512
| +4% | +$21.5K | ﹤0.01% | 1358 |
|
|
2013
Q4 | $535K | Sell |
13,359
-17
| -0.1% | -$719 | ﹤0.01% | 1402 |
|
|
2013
Q3 | $560K | Buy |
13,376
+6,507
| +95% | +$276K | ﹤0.01% | 1357 |
|
|
2013
Q2 | $296K | Buy |
+6,869
| New | +$352K | ﹤0.01% | 1333 |
|
Other funds holding UHT
HSBC Holdings's UHT Position: Q2 2024 in Review
HSBC Holdings sold out of Universal Health Realty Income Trust (UHT) in Q2 2024, closing a stake of 5,629 shares — an estimated $207K sold.
HSBC Holdings first reported a position in UHT in Q2 2013 and held it in 26 quarters. The position peaked at $586K in Q1 2014. 158 funds tracked by Wall St. Rank hold UHT as of Q2 2024.
- HSBC Holdings reported no remaining Universal Health Realty Income Trust position as of Q2 2024 after selling out during the quarter.
- HSBC Holdings sold 5,629 Universal Health Realty Income Trust shares in Q2 2024, an estimated $207K.
- HSBC Holdings first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 26 quarters.
- HSBC Holdings's Universal Health Realty Income Trust position peaked at $586K in Q1 2014.
- 158 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2024.
Based on HSBC Holdings's 13F filing for Q2 2024, filed 12 Aug 2024.