Northwest Bank & Trust’s US Physical Therapy USPH Stock Holding History

Northwest Bank & Trust’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	$39.5K	Hold	400	–	–	0.03%	127
2024 Q3	$33.9K	Hold	400	–	–	0.03%	133
2024 Q2	$37K	Hold	400	–	–	0.03%	128
2024 Q1	$40.6K	Hold	400	–	–	0.04%	121
2023 Q4	$37.3K	Buy	+400	New	+$35.2K	0.03%	128
2023 Q2	$48.6K	Buy	+400	New	+$43.1K	0.05%	118

Other funds holding USPH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Northwest Bank & Trust's USPH Position: Q4 2024 in Review

Northwest Bank & Trust held its US Physical Therapy (USPH) position steady in Q4 2024 at 400 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #127.

Northwest Bank & Trust first reported a position in USPH in Q2 2023 and has held it in 6 quarters since. The position peaked at $48.6K in Q2 2023. 255 funds tracked by Wall St. Rank hold USPH as of Q4 2024.

Northwest Bank & Trust held 400 shares of US Physical Therapy worth $39.5K as of Q4 2024.
Northwest Bank & Trust left its US Physical Therapy share count unchanged in Q4 2024.
US Physical Therapy made up 0.03% of Northwest Bank & Trust's portfolio in Q4 2024, its #127 holding.
Northwest Bank & Trust first reported a position in US Physical Therapy in Q2 2023 and has held it in 6 quarters since.
Northwest Bank & Trust's US Physical Therapy position peaked at $48.6K in Q2 2023.
255 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.