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

Newbridge Financial Services 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
2024 Q2	–	Sell	-382	Closed	-$14K	–	1228
2024 Q1	$14K	Hold	382	–	–	0.01%	688
2023 Q4	$16.5K	Hold	382	–	–	0.01%	627
2023 Q3	$15.4K	Hold	382	–	–	0.01%	708
2023 Q2	$18.2K	Hold	382	–	–	0.01%	723
2023 Q1	$18.4K	Hold	382	–	–	0.01%	756
2022 Q4	$18.2K	Hold	382	–	–	0.01%	747
2022 Q3	$17K	Hold	382	–	–	0.01%	748
2022 Q2	$20K	Buy	+382	New	+$20.2K	0.01%	665

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newbridge Financial Services Group's UHT Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Universal Health Realty Income Trust (UHT) in Q2 2024, closing a stake of 382 shares — an estimated $14K sold.

Newbridge Financial Services Group first reported a position in UHT in Q2 2022 and held it in 8 quarters. The position peaked at $20K in Q2 2022. 158 funds tracked by Wall St. Rank hold UHT as of Q2 2024.

Newbridge Financial Services Group reported no remaining Universal Health Realty Income Trust position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 382 Universal Health Realty Income Trust shares in Q2 2024, an estimated $14K.
Newbridge Financial Services Group first reported a position in Universal Health Realty Income Trust in Q2 2022 and held it in 8 quarters.
Newbridge Financial Services Group's Universal Health Realty Income Trust position peaked at $20K in Q2 2022.
158 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.