Saturna Capital’s US Physical Therapy USPH Stock Holding History

Saturna Capital’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
2022 Q3	–	Sell	-5,090	Closed	-$556K	–	167
2022 Q2	$556K	Hold	5,090	–	–	0.01%	120
2022 Q1	$506K	Buy	5,090 +90	+2%	+$8.58K	0.01%	125
2021 Q4	$478K	Hold	5,000	–	–	0.01%	134
2021 Q3	$553K	Hold	5,000	–	–	0.01%	126
2021 Q2	$579K	Hold	5,000	–	–	0.01%	128
2021 Q1	$521K	Hold	5,000	–	–	0.01%	126
2020 Q4	$601K	Buy	+5,000	New	+$505K	0.01%	124

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Saturna Capital's USPH Position: Q3 2022 in Review

Saturna Capital sold out of US Physical Therapy (USPH) in Q3 2022, closing a stake of 5,090 shares — an estimated $556K sold.

Saturna Capital first reported a position in USPH in Q4 2020 and held it in 7 quarters. The position peaked at $601K in Q4 2020. 196 funds tracked by Wall St. Rank hold USPH as of Q3 2022.

Saturna Capital reported no remaining US Physical Therapy position as of Q3 2022 after selling out during the quarter.
Saturna Capital sold 5,090 US Physical Therapy shares in Q3 2022, an estimated $556K.
Saturna Capital first reported a position in US Physical Therapy in Q4 2020 and held it in 7 quarters.
Saturna Capital's US Physical Therapy position peaked at $601K in Q4 2020.
196 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2022.

Based on Saturna Capital's 13F filing for Q3 2022, filed 10 Nov 2022.