Jacobs Levy Equity Management’s US Physical Therapy USPH Stock Holding History

Jacobs Levy Equity Management’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
2023 Q4	–	Sell	-29,275	Closed	-$2.69M	–	1086
2023 Q3	$2.69M	Sell	29,275 -10,424	-26%	-$1.12M	0.02%	515
2023 Q2	$4.82M	Sell	39,699 -14,258	-26%	-$1.54M	0.03%	394
2023 Q1	$5.28M	Buy	+53,957	New	+$5.15M	0.03%	391
2022 Q4	–	Sell	-8,547	Closed	-$650K	–	1044
2022 Q3	$650K	Buy	+8,547	New	+$822K	0.01%	791

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Jacobs Levy Equity Management's USPH Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of US Physical Therapy (USPH) in Q4 2023, closing a stake of 29,275 shares — an estimated $2.69M sold.

Jacobs Levy Equity Management first reported a position in USPH in Q3 2022 and held it in 4 quarters. The position peaked at $5.28M in Q1 2023. 212 funds tracked by Wall St. Rank hold USPH as of Q4 2023.

Jacobs Levy Equity Management reported no remaining US Physical Therapy position as of Q4 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 29,275 US Physical Therapy shares in Q4 2023, an estimated $2.69M.
Jacobs Levy Equity Management first reported a position in US Physical Therapy in Q3 2022 and held it in 4 quarters.
Jacobs Levy Equity Management's US Physical Therapy position peaked at $5.28M in Q1 2023.
212 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.