MFG
UHT

Magnus Financial Group’s Universal Health Realty Income Trust UHT Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-3,280
Closed -$261K – 623
2020
Q2 		$261K Sell
3,280
-319
-9% -$30K 0.03% 432
2020
Q1 		$363K Buy
+3,599
New +$397K 0.05% 213

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Magnus Financial Group's UHT Position: Q3 2020 in Review

Magnus Financial Group sold out of Universal Health Realty Income Trust (UHT) in Q3 2020, closing a stake of 3,280 shares — an estimated $261K sold.

Magnus Financial Group first reported a position in UHT in Q1 2020 and held it in 2 quarters. The position peaked at $363K in Q1 2020. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2020.

  • Magnus Financial Group reported no remaining Universal Health Realty Income Trust position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,280 Universal Health Realty Income Trust shares in Q3 2020, an estimated $261K.
  • Magnus Financial Group first reported a position in Universal Health Realty Income Trust in Q1 2020 and held it in 2 quarters.
  • Magnus Financial Group's Universal Health Realty Income Trust position peaked at $363K in Q1 2020.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.