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O'Shaughnessy Asset Management’s US Physical Therapy USPH Stock Holding History

O'Shaughnessy Asset Management’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
2021
Q4 		– Sell
-74
Closed -$8K – 2437
2021
Q3 		$8K Buy
74
+39
+111% +$4.44K ﹤0.01% 2231
2021
Q2 		$4K Hold
35
– – ﹤0.01% 2211
2021
Q1 		$4K Hold
35
– – ﹤0.01% 1982
2020
Q4 		$4K Hold
35
– – ﹤0.01% 1744
2020
Q3 		$3K Hold
35
– – ﹤0.01% 1597
2020
Q2 		$3K Buy
+35
New +$2.55K ﹤0.01% 1458
2020
Q1 		– Sell
-47
Closed -$5K – 1821
2019
Q4 		$5K Buy
+47
New +$5.85K ﹤0.01% 1468
2019
Q3 		– Sell
-4,109
Closed -$502K – 1257
2019
Q2 		$502K Sell
4,109
-1,723
-30% -$198K 0.01% 368
2019
Q1 		$609K Sell
5,832
-5
-0.1% -$537 0.01% 337
2018
Q4 		$598K Hold
5,837
– – 0.02% 307
2018
Q3 		$687K Buy
5,837
+319
+6% +$36K 0.01% 322
2018
Q2 		$526K Buy
+5,518
New +$512K 0.01% 346
2017
Q1 		– Sell
-4,941
Closed -$347K – 972
2016
Q4 		$347K Hold
4,941
– – 0.01% 426
2016
Q3 		$310K Sell
4,941
-2,558
-34% -$158K 0.01% 414
2016
Q2 		$452K Sell
7,499
-13,160
-64% -$721K 0.01% 348
2016
Q1 		$1.03M Sell
20,659
-9,673
-32% -$481K 0.03% 270
2015
Q4 		$1.63M Sell
30,332
-99,977
-77% -$5.01M 0.04% 231
2015
Q3 		$6.49M Buy
130,309
+65,161
+100% +$3.25M 0.14% 130
2015
Q2 		$3.57M Buy
65,148
+24,975
+62% +$1.24M 0.07% 177
2015
Q1 		$1.91M Sell
40,173
-1,078
-3% -$45.8K 0.04% 232
2014
Q4 		$1.72M Buy
41,251
+36,660
+799% +$1.44M 0.03% 259
2014
Q3 		$162K Buy
+4,591
New +$162K ﹤0.01% 565
2013
Q4 		– Sell
-156
Closed -$5K – 1038
2013
Q3 		$5K Sell
156
-36,702
-100% -$1.08M ﹤0.01% 815
2013
Q2 		$1.02M Buy
+36,858
New +$975K 0.03% 312

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's USPH Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of US Physical Therapy (USPH) in Q4 2021, closing a stake of 74 shares — an estimated $8K sold.

O'Shaughnessy Asset Management first reported a position in USPH in Q2 2013 and held it in 24 quarters. The position peaked at $6.49M in Q3 2015. 210 funds tracked by Wall St. Rank hold USPH as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining US Physical Therapy position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 74 US Physical Therapy shares in Q4 2021, an estimated $8K.
  • O'Shaughnessy Asset Management first reported a position in US Physical Therapy in Q2 2013 and held it in 24 quarters.
  • O'Shaughnessy Asset Management's US Physical Therapy position peaked at $6.49M in Q3 2015.
  • 210 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.