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Mendota Financial Group’s US Physical Therapy USPH Stock Holding History

Mendota Financial Group’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$85 – 1126
2024
Q3 		$85 Buy
+1
New +$89 ﹤0.01% 991

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Mendota Financial Group's USPH Position: Q4 2024 in Review

Mendota Financial Group sold out of US Physical Therapy (USPH) in Q4 2024, closing a stake of 1 share — an estimated $85 sold.

Mendota Financial Group first reported a position in USPH in Q3 2024 and held it in 1 quarter. The position peaked at $85 in Q3 2024. 255 funds tracked by Wall St. Rank hold USPH as of Q4 2024.

  • Mendota Financial Group reported no remaining US Physical Therapy position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 US Physical Therapy share in Q4 2024, an estimated $85.
  • Mendota Financial Group first reported a position in US Physical Therapy in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's US Physical Therapy position peaked at $85 in Q3 2024.
  • 255 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.