Pathstone Family Office’s US Physical Therapy USPH Stock Holding History

Pathstone Family Office’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	$608K	Buy	6,629 +516	+8%	+$55.4K	﹤0.01%	948
2023 Q2	$744K	Sell	6,113 -1,835	-23%	-$198K	0.01%	584
2023 Q1	$781K	Sell	7,948 -9,180	-54%	-$876K	0.01%	520
2022 Q4	$1.33M	Buy	17,128 +2,437	+17%	+$204K	0.01%	660
2022 Q3	$1.12M	Buy	14,691 +8,214	+127%	+$790K	0.01%	676
2022 Q2	$707K	Buy	6,477 +77	+1%	+$8.18K	0.02%	443
2022 Q1	$639K	Buy	6,400 +100	+2%	+$9.54K	0.01%	458
2021 Q4	$602K	Buy	6,300 +1,300	+26%	+$130K	0.02%	483
2021 Q3	$553K	Buy	5,000 +400	+9%	+$45.6K	0.02%	474
2021 Q2	$533K	Buy	4,600 +2,350	+104%	+$270K	0.02%	440
2021 Q1	$235K	Buy	+2,250	New	+$280K	0.01%	559

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 $4.87B AUM 31.21% 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

Pathstone Family Office's USPH Position: Q3 2023 in Review

Pathstone Family Office increased its US Physical Therapy (USPH) stake by 8.4% in Q3 2023, buying an estimated $55.4K and bringing the position to 6,629 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Pathstone Family Office first reported a position in USPH in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2022. 217 funds tracked by Wall St. Rank hold USPH as of Q3 2023.

Pathstone Family Office held 6,629 shares of US Physical Therapy worth $608K as of Q3 2023.
Pathstone Family Office bought 516 US Physical Therapy shares in Q3 2023, an estimated $55.4K.
US Physical Therapy made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #948 holding.
Pathstone Family Office first reported a position in US Physical Therapy in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's US Physical Therapy position peaked at $1.33M in Q4 2022.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.