TrustCore Financial Services’s US Physical Therapy USPH Stock Holding History

TrustCore 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
2022 Q4	$656K	Buy	8,100 +2	+0%	+$168	0.06%	150
2022 Q3	$616K	Buy	8,098 +888	+12%	+$85.4K	0.06%	147
2022 Q2	$787K	Buy	7,210 +5	+0.1%	+$531	0.07%	125
2022 Q1	$717K	Buy	7,205 +6,596	+1,083%	+$629K	0.06%	144
2021 Q4	$58K	Sell	609 -6,591	-92%	-$661K	0.01%	415
2021 Q3	$796K	Buy	7,200 +9	+0.1%	+$1.03K	0.08%	121
2021 Q2	$833K	Buy	7,191 +22	+0.3%	+$2.53K	0.09%	118
2021 Q1	$746K	Sell	7,169 -155	-2%	-$19.3K	0.09%	121
2020 Q4	$881K	Hold	7,324	–	–	0.11%	105
2020 Q3	$636K	Hold	7,324	–	–	0.1%	120
2020 Q2	$593K	Hold	7,324	–	–	0.1%	121
2020 Q1	$505K	Buy	7,324 +3,998	+120%	+$422K	0.11%	117
2019 Q4	$380K	Buy	3,326 +4	+0.1%	+$498	0.07%	167
2019 Q3	$434K	Hold	3,322	–	–	0.09%	135
2019 Q2	$407K	Hold	3,322	–	–	0.09%	140
2019 Q1	$349K	Hold	3,322	–	–	0.1%	113
2018 Q4	$340K	Buy	3,322 +500	+18%	+$55.5K	0.19%	43
2018 Q3	$335K	Sell	2,822 -1,279	-31%	-$144K	0.1%	112
2018 Q2	$394K	Hold	4,101	–	–	0.14%	91
2018 Q1	$333K	Hold	4,101	–	–	0.13%	96
2017 Q4	$296K	Buy	+4,101	New	+$280K	0.12%	97

Other funds holding USPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

TrustCore Financial Services's USPH Position: Q4 2022 in Review

TrustCore Financial Services increased its US Physical Therapy (USPH) stake by 0.02% in Q4 2022, buying an estimated $168 and bringing the position to 8,100 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #150.

TrustCore Financial Services first reported a position in USPH in Q4 2017 and has held it in 21 quarters since. The position peaked at $881K in Q4 2020. 195 funds tracked by Wall St. Rank hold USPH as of Q4 2022.

TrustCore Financial Services held 8,100 shares of US Physical Therapy worth $656K as of Q4 2022.
TrustCore Financial Services bought 2 US Physical Therapy shares in Q4 2022, an estimated $168.
US Physical Therapy made up 0.06% of TrustCore Financial Services's portfolio in Q4 2022, its #150 holding.
TrustCore Financial Services first reported a position in US Physical Therapy in Q4 2017 and has held it in 21 quarters since.
TrustCore Financial Services's US Physical Therapy position peaked at $881K in Q4 2020.
195 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.