MWP
UHT

Meridian Wealth Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-462
Closed -$31K – 1195
2021
Q1 		$31K Hold
462
– – 0.01% 218
2020
Q4 		$30K Hold
462
– – 0.01% 176
2020
Q3 		$26K Hold
462
– – 0.01% 182
2020
Q2 		$37K Hold
462
– – 0.02% 146
2020
Q1 		$47K Hold
462
– – 0.03% 126
2019
Q4 		$54K Buy
+462
New +$52.6K 0.03% 130

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Meridian Wealth Partners's UHT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Universal Health Realty Income Trust (UHT) in Q2 2021, closing a stake of 462 shares — an estimated $31K sold.

Meridian Wealth Partners first reported a position in UHT in Q4 2019 and held it in 6 quarters. The position peaked at $54K in Q4 2019. 160 funds tracked by Wall St. Rank hold UHT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Universal Health Realty Income Trust position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 462 Universal Health Realty Income Trust shares in Q2 2021, an estimated $31K.
  • Meridian Wealth Partners first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Universal Health Realty Income Trust position peaked at $54K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.