OneDigital Investment Advisors’s US Physical Therapy USPH Stock Holding History

OneDigital Investment Advisors’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
2023 Q3	–	Sell	-1,871	Closed	-$227K	–	1036
2023 Q2	$227K	Buy	+1,871	New	+$202K	0.01%	916
2022 Q3	–	Sell	-1,929	Closed	-$211K	–	801
2022 Q2	$211K	Buy	+1,929	New	+$205K	0.01%	648
2019 Q3	–	Sell	-816	Closed	-$100K	–	1127
2019 Q2	$100K	Buy	816 +401	+97%	+$46.1K	0.01%	463
2019 Q1	$44K	Hold	415	–	–	0.01%	519
2018 Q4	$42K	Buy	+415	New	+$46.1K	0.01%	495
2018 Q3	–	Sell	-415	Closed	-$40K	–	1246
2018 Q2	$40K	Hold	415	–	–	0.01%	570
2018 Q1	$34K	Hold	415	–	–	0.01%	630
2017 Q4	$30K	Hold	415	–	–	﹤0.01%	663
2017 Q3	$26K	Hold	415	–	–	0.01%	563
2017 Q2	$25K	Buy	+415	New	+$26.5K	0.01%	680

Other funds holding USPH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

OneDigital Investment Advisors's USPH Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of US Physical Therapy (USPH) in Q3 2023, closing a stake of 1,871 shares — an estimated $227K sold.

OneDigital Investment Advisors first reported a position in USPH in Q2 2017 and held it in 10 quarters. The position peaked at $227K in Q2 2023. 217 funds tracked by Wall St. Rank hold USPH as of Q3 2023.

OneDigital Investment Advisors reported no remaining US Physical Therapy position as of Q3 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 1,871 US Physical Therapy shares in Q3 2023, an estimated $227K.
OneDigital Investment Advisors first reported a position in US Physical Therapy in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's US Physical Therapy position peaked at $227K in Q2 2023.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.