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

Tompkins Financial’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
Q3 		– Sell
-59
Closed -$5K – 397
2020
Q2 		$5K Buy
+59
New +$5.55K ﹤0.01% 348

Other funds holding UHT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tompkins Financial's UHT Position: Q3 2020 in Review

Tompkins Financial sold out of Universal Health Realty Income Trust (UHT) in Q3 2020, closing a stake of 59 shares — an estimated $5K sold.

Tompkins Financial first reported a position in UHT in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2020.

  • Tompkins Financial reported no remaining Universal Health Realty Income Trust position as of Q3 2020 after selling out during the quarter.
  • Tompkins Financial sold 59 Universal Health Realty Income Trust shares in Q3 2020, an estimated $5K.
  • Tompkins Financial first reported a position in Universal Health Realty Income Trust in Q2 2020 and held it in 1 quarter.
  • Tompkins Financial's Universal Health Realty Income Trust position peaked at $5K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2020.

Based on Tompkins Financial's 13F filing for Q3 2020, filed 23 Oct 2020.