Mascoma Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Mascoma Wealth Management’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 Q2	–	Sell	-619	Closed	-$26.9K	–	583
2023 Q1	$26.9K	Hold	619	–	–	0.01%	306
2022 Q4	$29.5K	Hold	619	–	–	0.01%	291
2022 Q3	$27K	Hold	619	–	–	0.01%	305
2022 Q2	$33K	Hold	619	–	–	0.01%	294
2022 Q1	$36K	Hold	619	–	–	0.01%	308
2021 Q4	$37K	Hold	619	–	–	0.01%	255
2021 Q3	$34K	Buy	+619	New	+$36.4K	0.01%	241
2021 Q2	–	Sell	-619	Closed	-$42K	–	406
2021 Q1	$42K	Buy	+619	New	+$40.7K	0.02%	225
2019 Q3	–	Sell	-619	Closed	-$53K	–	316
2019 Q2	$53K	Hold	619	–	–	0.03%	158
2019 Q1	$47K	Hold	619	–	–	0.03%	156
2018 Q4	$38K	Hold	619	–	–	0.03%	159
2018 Q3	$46K	Hold	619	–	–	0.03%	165
2018 Q2	$40K	Hold	619	–	–	0.03%	168
2018 Q1	$37K	Hold	619	–	–	0.02%	169
2017 Q4	$40K	Hold	619	–	–	0.02%	159
2017 Q3	$47K	Hold	619	–	–	0.03%	153
2017 Q2	$49K	Hold	619	–	–	0.03%	150
2017 Q1	$40K	Hold	619	–	–	0.03%	158
2016 Q4	$41K	Buy	+619	New	+$37.2K	0.03%	156

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mascoma Wealth Management's UHT Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2023, closing a stake of 619 shares — an estimated $26.9K sold.

Mascoma Wealth Management first reported a position in UHT in Q4 2016 and held it in 19 quarters. The position peaked at $53K in Q2 2019. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

Mascoma Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 619 Universal Health Realty Income Trust shares in Q2 2023, an estimated $26.9K.
Mascoma Wealth Management first reported a position in Universal Health Realty Income Trust in Q4 2016 and held it in 19 quarters.
Mascoma Wealth Management's Universal Health Realty Income Trust position peaked at $53K in Q2 2019.
156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.