Occudo Quantitative Strategies’s US Physical Therapy USPH Stock Holding History

Occudo Quantitative Strategies’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	-5,145	Closed	-$435K	–	970
2024 Q3	$435K	Buy	5,145 +2,850	+124%	+$253K	0.08%	321
2024 Q2	$212K	Buy	+2,295	New	+$232K	0.04%	581
2024 Q1	–	Sell	-8,286	Closed	-$772K	–	1043
2023 Q4	$772K	Buy	8,286 +1,046	+14%	+$92.1K	0.1%	265
2023 Q3	$664K	Hold	7,240	–	–	0.09%	406
2023 Q2	$879K	Buy	+7,240	New	+$781K	0.09%	373

Other funds holding USPH

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Occudo Quantitative Strategies's USPH Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of US Physical Therapy (USPH) in Q4 2024, closing a stake of 5,145 shares — an estimated $435K sold.

Occudo Quantitative Strategies first reported a position in USPH in Q2 2023 and held it in 5 quarters. The position peaked at $879K in Q2 2023. 255 funds tracked by Wall St. Rank hold USPH as of Q4 2024.

Occudo Quantitative Strategies reported no remaining US Physical Therapy position as of Q4 2024 after selling out during the quarter.
Occudo Quantitative Strategies sold 5,145 US Physical Therapy shares in Q4 2024, an estimated $435K.
Occudo Quantitative Strategies first reported a position in US Physical Therapy in Q2 2023 and held it in 5 quarters.
Occudo Quantitative Strategies's US Physical Therapy position peaked at $879K in Q2 2023.
255 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.