IAA
UHT

Independent Advisor Alliance’s Universal Health Realty Income Trust UHT Stock Holding History

Independent Advisor Alliance’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
-1,835
Closed -$215K – 820
2019
Q4 		$215K Buy
+1,835
New +$209K 0.01% 803

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

Independent Advisor Alliance's UHT Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Universal Health Realty Income Trust (UHT) in Q1 2020, closing a stake of 1,835 shares — an estimated $215K sold.

Independent Advisor Alliance first reported a position in UHT in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 172 funds tracked by Wall St. Rank hold UHT as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Universal Health Realty Income Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,835 Universal Health Realty Income Trust shares in Q1 2020, an estimated $215K.
  • Independent Advisor Alliance first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Universal Health Realty Income Trust position peaked at $215K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.