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Private Trust Company’s US Physical Therapy USPH Stock Holding History

Private Trust Company’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
Q4 		– Sell
-40
Closed -$3.67K – 2430
2023
Q3 		$3.67K Buy
40
+10
+33% +$1.07K ﹤0.01% 1967
2023
Q2 		$3.64K Buy
+30
New +$3.23K ﹤0.01% 1968

Other funds holding USPH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Private Trust Company's USPH Position: Q4 2023 in Review

Private Trust Company sold out of US Physical Therapy (USPH) in Q4 2023, closing a stake of 40 shares — an estimated $3.67K sold.

Private Trust Company first reported a position in USPH in Q2 2023 and held it in 2 quarters. The position peaked at $3.67K in Q3 2023. 212 funds tracked by Wall St. Rank hold USPH as of Q4 2023.

  • Private Trust Company reported no remaining US Physical Therapy position as of Q4 2023 after selling out during the quarter.
  • Private Trust Company sold 40 US Physical Therapy shares in Q4 2023, an estimated $3.67K.
  • Private Trust Company first reported a position in US Physical Therapy in Q2 2023 and held it in 2 quarters.
  • Private Trust Company's US Physical Therapy position peaked at $3.67K in Q3 2023.
  • 212 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.