TFA
UHT

Tobias Financial Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-668
Closed -$78K – 273
2019
Q4 		$78K Buy
+668
New +$76.1K 0.05% 78

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tobias Financial Advisors's UHT Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2020, closing a stake of 668 shares — an estimated $78K sold.

Tobias Financial Advisors first reported a position in UHT in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 172 funds tracked by Wall St. Rank hold UHT as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 668 Universal Health Realty Income Trust shares in Q1 2020, an estimated $78K.
  • Tobias Financial Advisors first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Universal Health Realty Income Trust position peaked at $78K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.