Lido Advisors
UHT

Lido Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Lido 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
2021
Q4 		– Sell
-11,875
Closed -$656K – 1048
2021
Q3 		$656K Buy
+11,875
New +$699K 0.01% 501
2020
Q1 		– Sell
-1,875
Closed -$220K – 677
2019
Q4 		$220K Buy
+1,875
New +$213K 0.01% 598

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Lido Advisors's UHT Position: Q4 2021 in Review

Lido Advisors sold out of Universal Health Realty Income Trust (UHT) in Q4 2021, closing a stake of 11,875 shares — an estimated $656K sold.

Lido Advisors first reported a position in UHT in Q4 2019 and held it in 2 quarters. The position peaked at $656K in Q3 2021. 165 funds tracked by Wall St. Rank hold UHT as of Q4 2021.

  • Lido Advisors reported no remaining Universal Health Realty Income Trust position as of Q4 2021 after selling out during the quarter.
  • Lido Advisors sold 11,875 Universal Health Realty Income Trust shares in Q4 2021, an estimated $656K.
  • Lido Advisors first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 2 quarters.
  • Lido Advisors's Universal Health Realty Income Trust position peaked at $656K in Q3 2021.
  • 165 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.