Northwestern Mutual Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Northwestern Mutual Wealth Management’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
2023 Q4	–	Sell	-61	Closed	-$2.47K	–	3680
2023 Q3	$2.47K	Buy	+61	New	+$2.83K	﹤0.01%	2920
2022 Q1	–	Sell	-100	Closed	-$6K	–	3405
2021 Q4	$6K	Buy	+100	New	+$5.82K	﹤0.01%	2754
2020 Q3	–	Sell	-125	Closed	-$10K	–	2679
2020 Q2	$10K	Buy	+125	New	+$11.8K	﹤0.01%	1907
2017 Q1	–	Sell	-19	Closed	-$1K	–	2408
2016 Q4	$1K	Buy	+19	New	+$1.14K	﹤0.01%	2248
2016 Q3	–	Sell	-19	Closed	-$1K	–	1447
2016 Q2	$1K	Hold	19	–	–	﹤0.01%	1983
2016 Q1	$1K	Buy	+19	New	+$974	﹤0.01%	2047

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's UHT Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q4 2023, closing a stake of 61 shares — an estimated $2.47K sold.

Northwestern Mutual Wealth Management first reported a position in UHT in Q1 2016 and held it in 6 quarters. The position peaked at $10K in Q2 2020. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 61 Universal Health Realty Income Trust shares in Q4 2023, an estimated $2.47K.
Northwestern Mutual Wealth Management first reported a position in Universal Health Realty Income Trust in Q1 2016 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Universal Health Realty Income Trust position peaked at $10K in Q2 2020.
152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.