JWCA
UHT

J.W. Coons Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

J.W. Coons Advisors’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
Q2 		– Sell
-2,060
Closed -$208K – 199
2020
Q1 		$208K Buy
+2,060
New +$227K 0.11% 174

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State Street
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Renaissance Technologies
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Bank of New York Mellon
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J.W. Coons Advisors's UHT Position: Q2 2020 in Review

J.W. Coons Advisors sold out of Universal Health Realty Income Trust (UHT) in Q2 2020, closing a stake of 2,060 shares — an estimated $208K sold.

J.W. Coons Advisors first reported a position in UHT in Q1 2020 and held it in 1 quarter. The position peaked at $208K in Q1 2020. 172 funds tracked by Wall St. Rank hold UHT as of Q2 2020.

  • J.W. Coons Advisors reported no remaining Universal Health Realty Income Trust position as of Q2 2020 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,060 Universal Health Realty Income Trust shares in Q2 2020, an estimated $208K.
  • J.W. Coons Advisors first reported a position in Universal Health Realty Income Trust in Q1 2020 and held it in 1 quarter.
  • J.W. Coons Advisors's Universal Health Realty Income Trust position peaked at $208K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2020.

Based on J.W. Coons Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.