ML
UHT

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

McAdam 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
2018
Q4 		– Sell
-600
Closed -$43K – 565
2018
Q3 		$43K Hold
600
– – 0.02% 180
2018
Q2 		$38K Hold
600
– – 0.02% 178
2018
Q1 		$36K Buy
+600
New +$37.5K 0.02% 185

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McAdam LLC's UHT Position: Q4 2018 in Review

McAdam LLC sold out of Universal Health Realty Income Trust (UHT) in Q4 2018, closing a stake of 600 shares — an estimated $43K sold.

McAdam LLC first reported a position in UHT in Q1 2018 and held it in 3 quarters. The position peaked at $43K in Q3 2018. 142 funds tracked by Wall St. Rank hold UHT as of Q4 2018.

  • McAdam LLC reported no remaining Universal Health Realty Income Trust position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 600 Universal Health Realty Income Trust shares in Q4 2018, an estimated $43K.
  • McAdam LLC first reported a position in Universal Health Realty Income Trust in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Universal Health Realty Income Trust position peaked at $43K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.