JIR
UHT

James Investment Research’s Universal Health Realty Income Trust UHT Stock Holding History

James Investment Research’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
-60
Closed -$6K – 489
2020
Q1 		$6K Sell
60
-60
-50% -$6.62K ﹤0.01% 405
2019
Q4 		$14K Hold
120
– – ﹤0.01% 437
2019
Q3 		$12K Hold
120
– – ﹤0.01% 486
2019
Q2 		$10K Hold
120
– – ﹤0.01% 590
2019
Q1 		$9K Buy
+120
New +$8.55K ﹤0.01% 752

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

James Investment Research's UHT Position: Q2 2020 in Review

James Investment Research sold out of Universal Health Realty Income Trust (UHT) in Q2 2020, closing a stake of 60 shares — an estimated $6K sold.

James Investment Research first reported a position in UHT in Q1 2019 and held it in 5 quarters. The position peaked at $14K in Q4 2019. 173 funds tracked by Wall St. Rank hold UHT as of Q2 2020.

  • James Investment Research reported no remaining Universal Health Realty Income Trust position as of Q2 2020 after selling out during the quarter.
  • James Investment Research sold 60 Universal Health Realty Income Trust shares in Q2 2020, an estimated $6K.
  • James Investment Research first reported a position in Universal Health Realty Income Trust in Q1 2019 and held it in 5 quarters.
  • James Investment Research's Universal Health Realty Income Trust position peaked at $14K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2020.

Based on James Investment Research's 13F filing for Q2 2020, filed 24 Jul 2020.