Optimum Investment Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Optimum Investment Advisors’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
2021 Q1	–	Sell	-400	Closed	-$26K	–	955
2020 Q4	$26K	Hold	400	–	–	0.01%	590
2020 Q3	$23K	Hold	400	–	–	0.01%	586
2020 Q2	$32K	Hold	400	–	–	0.01%	522
2020 Q1	$40K	Hold	400	–	–	0.02%	466
2019 Q4	$47K	Hold	400	–	–	0.01%	526
2019 Q3	$41K	Hold	400	–	–	0.01%	546
2019 Q2	$34K	Hold	400	–	–	0.01%	591
2019 Q1	$30K	Hold	400	–	–	0.01%	620
2018 Q4	$25K	Sell	400 -500	-56%	-$33.9K	0.01%	610
2018 Q3	$67K	Hold	900	–	–	0.02%	479
2018 Q2	$58K	Hold	900	–	–	0.02%	503
2018 Q1	$54K	Buy	+900	New	+$56.3K	0.02%	515

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Optimum Investment Advisors's UHT Position: Q1 2021 in Review

Optimum Investment Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2021, closing a stake of 400 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in UHT in Q1 2018 and held it in 12 quarters. The position peaked at $67K in Q3 2018. 153 funds tracked by Wall St. Rank hold UHT as of Q1 2021.

Optimum Investment Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 400 Universal Health Realty Income Trust shares in Q1 2021, an estimated $26K.
Optimum Investment Advisors first reported a position in Universal Health Realty Income Trust in Q1 2018 and held it in 12 quarters.
Optimum Investment Advisors's Universal Health Realty Income Trust position peaked at $67K in Q3 2018.
153 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.