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

ShoreHaven 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
2021
Q2 		– Sell
-150
Closed -$10K – 238
2021
Q1 		$10K Hold
150
– – 0.01% 198
2020
Q4 		$10K Buy
+150
New +$9.11K 0.01% 173

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ACM
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Renaissance Technologies
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

ShoreHaven Wealth Partners's UHT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Universal Health Realty Income Trust (UHT) in Q2 2021, closing a stake of 150 shares — an estimated $10K sold.

ShoreHaven Wealth Partners first reported a position in UHT in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 160 funds tracked by Wall St. Rank hold UHT as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Universal Health Realty Income Trust position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 150 Universal Health Realty Income Trust shares in Q2 2021, an estimated $10K.
  • ShoreHaven Wealth Partners first reported a position in Universal Health Realty Income Trust in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Universal Health Realty Income Trust position peaked at $10K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.