KFP
UHT

KB Financial Partners’s Universal Health Realty Income Trust UHT Stock Holding History

KB Financial Partners’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
2021
Q3 		– Sell
-81
Closed -$5K – 538
2021
Q2 		$5K Sell
81
-25
-24% -$1.69K ﹤0.01% 486
2021
Q1 		$7K Buy
+106
New +$6.97K ﹤0.01% 475

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KB Financial Partners's UHT Position: Q3 2021 in Review

KB Financial Partners sold out of Universal Health Realty Income Trust (UHT) in Q3 2021, closing a stake of 81 shares — an estimated $5K sold.

KB Financial Partners first reported a position in UHT in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2021.

  • KB Financial Partners reported no remaining Universal Health Realty Income Trust position as of Q3 2021 after selling out during the quarter.
  • KB Financial Partners sold 81 Universal Health Realty Income Trust shares in Q3 2021, an estimated $5K.
  • KB Financial Partners first reported a position in Universal Health Realty Income Trust in Q1 2021 and held it in 2 quarters.
  • KB Financial Partners's Universal Health Realty Income Trust position peaked at $7K in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2021.

Based on KB Financial Partners's 13F filing for Q3 2021, filed 16 Nov 2021.