MSL
UHT

Mackay Shields LLC’s Universal Health Realty Income Trust UHT Stock Holding History

Mackay Shields LLC’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
Q4 		– Sell
-5,300
Closed -$302K – 1598
2020
Q3 		$302K Sell
5,300
-1,000
-16% -$67.5K ﹤0.01% 1278
2020
Q2 		$500K Buy
6,300
+4,100
+186% +$386K ﹤0.01% 1203
2020
Q1 		$221K Buy
+2,200
New +$243K ﹤0.01% 1278

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mackay Shields LLC's UHT Position: Q4 2020 in Review

Mackay Shields LLC sold out of Universal Health Realty Income Trust (UHT) in Q4 2020, closing a stake of 5,300 shares — an estimated $302K sold.

Mackay Shields LLC first reported a position in UHT in Q1 2020 and held it in 3 quarters. The position peaked at $500K in Q2 2020. 150 funds tracked by Wall St. Rank hold UHT as of Q4 2020.

  • Mackay Shields LLC reported no remaining Universal Health Realty Income Trust position as of Q4 2020 after selling out during the quarter.
  • Mackay Shields LLC sold 5,300 Universal Health Realty Income Trust shares in Q4 2020, an estimated $302K.
  • Mackay Shields LLC first reported a position in Universal Health Realty Income Trust in Q1 2020 and held it in 3 quarters.
  • Mackay Shields LLC's Universal Health Realty Income Trust position peaked at $500K in Q2 2020.
  • 150 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2020.

Based on Mackay Shields LLC's 13F filing for Q4 2020, filed 16 Feb 2021.