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Koss-Olinger Consulting’s Universal Health Realty Income Trust UHT Stock Holding History

Koss-Olinger Consulting’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
2023
Q4 		– Sell
-5,839
Closed -$236K – 337
2023
Q3 		$236K Buy
5,839
+1,043
+22% +$48.3K 0.03% 233
2023
Q2 		$228K Buy
+4,796
New +$220K 0.03% 231

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koss-Olinger Consulting's UHT Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of Universal Health Realty Income Trust (UHT) in Q4 2023, closing a stake of 5,839 shares — an estimated $236K sold.

Koss-Olinger Consulting first reported a position in UHT in Q2 2023 and held it in 2 quarters. The position peaked at $236K in Q3 2023. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining Universal Health Realty Income Trust position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 5,839 Universal Health Realty Income Trust shares in Q4 2023, an estimated $236K.
  • Koss-Olinger Consulting first reported a position in Universal Health Realty Income Trust in Q2 2023 and held it in 2 quarters.
  • Koss-Olinger Consulting's Universal Health Realty Income Trust position peaked at $236K in Q3 2023.
  • 152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.