PWP
UHT

Principle Wealth Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-46
Closed -$4K – 404
2020
Q2 		$4K Buy
+46
New +$4.33K ﹤0.01% 448

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principle Wealth Partners's UHT Position: Q3 2020 in Review

Principle Wealth Partners sold out of Universal Health Realty Income Trust (UHT) in Q3 2020, closing a stake of 46 shares — an estimated $4K sold.

Principle Wealth Partners first reported a position in UHT in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2020.

  • Principle Wealth Partners reported no remaining Universal Health Realty Income Trust position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 46 Universal Health Realty Income Trust shares in Q3 2020, an estimated $4K.
  • Principle Wealth Partners first reported a position in Universal Health Realty Income Trust in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Universal Health Realty Income Trust position peaked at $4K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.