Tarbox Family Office’s Universal Health Realty Income Trust UHT Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-48	Closed	-$3K	–	927
2022 Q1	$3K	Sell	48 -11	-19%	-$638	﹤0.01%	734
2021 Q4	$4K	Buy	59 +8	+16%	+$465	﹤0.01%	707
2021 Q3	$3K	Buy	+51	New	+$3K	﹤0.01%	856
2020 Q1	–	Sell	-20	Closed	-$2K	–	1330
2019 Q4	$2K	Buy	+20	New	+$2.28K	﹤0.01%	866

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Tarbox Family Office's UHT Position: Q2 2022 in Review

Tarbox Family Office sold out of Universal Health Realty Income Trust (UHT) in Q2 2022, closing a stake of 48 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in UHT in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 154 funds tracked by Wall St. Rank hold UHT as of Q2 2022.

Tarbox Family Office reported no remaining Universal Health Realty Income Trust position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 48 Universal Health Realty Income Trust shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 4 quarters.
Tarbox Family Office's Universal Health Realty Income Trust position peaked at $4K in Q4 2021.
154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.