Sutton Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-9	Closed	-$430	–	1528
2022 Q4	$430	Sell	9 -374	-98%	-$18K	﹤0.01%	1516
2022 Q3	$16.5K	Buy	383 +12	+3%	+$613	0.01%	721
2022 Q2	$19.7K	Sell	371 -3	-0.8%	-$159	0.01%	681
2022 Q1	$21.8K	Hold	374	–	–	0.01%	683
2021 Q4	$22.2K	Buy	374 +3	+0.8%	+$174	0.01%	668
2021 Q3	$20.5K	Hold	371	–	–	0.01%	688
2021 Q2	$22.8K	Hold	371	–	–	0.01%	666
2021 Q1	$25.1K	Hold	371	–	–	0.01%	604
2020 Q4	$23.8K	Hold	371	–	–	0.01%	560
2020 Q3	$21.1K	Hold	371	–	–	0.01%	533
2020 Q2	$29.5K	Hold	371	–	–	0.02%	429
2020 Q1	$37.4K	Hold	371	–	–	0.02%	332
2019 Q4	$43.5K	Hold	371	–	–	0.02%	341
2019 Q3	$38.1K	Hold	371	–	–	0.02%	379
2019 Q2	$31.5K	Hold	371	–	–	0.02%	438
2019 Q1	$28.1K	Hold	371	–	–	0.02%	468
2018 Q4	$22.8K	Hold	371	–	–	0.01%	486
2018 Q3	$27.6K	Hold	371	–	–	0.02%	472
2018 Q2	$23.7K	Hold	371	–	–	0.02%	533
2018 Q1	$22.3K	Hold	371	–	–	0.02%	530
2017 Q4	$27.9K	Hold	371	–	–	0.02%	442
2017 Q3	$28K	Hold	371	–	–	0.02%	423
2017 Q2	$29.5K	Hold	371	–	–	0.02%	402
2017 Q1	$23.9K	Hold	371	–	–	0.02%	447
2016 Q4	$24.3K	Hold	371	–	–	0.02%	437
2016 Q3	$23.4K	Hold	371	–	–	0.02%	424
2016 Q2	$21.2K	Hold	371	–	–	0.02%	433
2016 Q1	$20.9K	Buy	+371	New	+$19K	0.02%	425

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's UHT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2023, closing a stake of 9 shares — an estimated $430 sold.

Sutton Wealth Advisors first reported a position in UHT in Q1 2016 and held it in 28 quarters. The position peaked at $43.5K in Q4 2019. 166 funds tracked by Wall St. Rank hold UHT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 9 Universal Health Realty Income Trust shares in Q1 2023, an estimated $430.
Sutton Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Universal Health Realty Income Trust position peaked at $43.5K in Q4 2019.
166 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.