SMFS
USPH icon

Squar Milner Financial Services’s US Physical Therapy USPH Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-435
Closed -$30K – 692
2020
Q1 		$30K Buy
435
+45
+12% +$4.75K 0.02% 412
2019
Q4 		$44K Buy
+390
New +$48.6K 0.02% 422
2019
Q3 		– Sell
-12
Closed -$1K – 687
2019
Q2 		$1K Sell
12
-17
-59% -$1.95K ﹤0.01% 782
2019
Q1 		$3K Hold
29
– – ﹤0.01% 747
2018
Q4 		$3K Hold
29
– – ﹤0.01% 666
2018
Q3 		$3K Hold
29
– – ﹤0.01% 699
2018
Q2 		$3K Buy
+29
New +$2.69K ﹤0.01% 795

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Squar Milner Financial Services's USPH Position: Q2 2020 in Review

Squar Milner Financial Services sold out of US Physical Therapy (USPH) in Q2 2020, closing a stake of 435 shares — an estimated $30K sold.

Squar Milner Financial Services first reported a position in USPH in Q2 2018 and held it in 7 quarters. The position peaked at $44K in Q4 2019. 186 funds tracked by Wall St. Rank hold USPH as of Q2 2020.

  • Squar Milner Financial Services reported no remaining US Physical Therapy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 435 US Physical Therapy shares in Q2 2020, an estimated $30K.
  • Squar Milner Financial Services first reported a position in US Physical Therapy in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's US Physical Therapy position peaked at $44K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.