InceptionR’s US Physical Therapy USPH Stock Holding History

InceptionR’s Portfolio USPH Stock Details USPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,378	Closed	-$268K	–	866
2024 Q1	$268K	Buy	+2,378	New	+$237K	0.07%	450

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

InceptionR's USPH Position: Q2 2024 in Review

InceptionR sold out of US Physical Therapy (USPH) in Q2 2024, closing a stake of 2,378 shares — an estimated $268K sold.

InceptionR first reported a position in USPH in Q1 2024 and held it in 1 quarter. The position peaked at $268K in Q1 2024. 242 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

InceptionR reported no remaining US Physical Therapy position as of Q2 2024 after selling out during the quarter.
InceptionR sold 2,378 US Physical Therapy shares in Q2 2024, an estimated $268K.
InceptionR first reported a position in US Physical Therapy in Q1 2024 and held it in 1 quarter.
InceptionR's US Physical Therapy position peaked at $268K in Q1 2024.
242 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on InceptionR's 13F filing for Q2 2024, filed 13 Aug 2024.