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Vestmark Advisory Solutions’s US Physical Therapy USPH Stock Holding History

Vestmark Advisory Solutions’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
2023
Q3 		– Sell
-3,601
Closed -$437K – 844
2023
Q2 		$437K Buy
3,601
+647
+22% +$69.8K 0.02% 614
2023
Q1 		$289K Buy
+2,954
New +$282K 0.01% 714

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Vestmark Advisory Solutions's USPH Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of US Physical Therapy (USPH) in Q3 2023, closing a stake of 3,601 shares — an estimated $437K sold.

Vestmark Advisory Solutions first reported a position in USPH in Q1 2023 and held it in 2 quarters. The position peaked at $437K in Q2 2023. 217 funds tracked by Wall St. Rank hold USPH as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining US Physical Therapy position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 3,601 US Physical Therapy shares in Q3 2023, an estimated $437K.
  • Vestmark Advisory Solutions first reported a position in US Physical Therapy in Q1 2023 and held it in 2 quarters.
  • Vestmark Advisory Solutions's US Physical Therapy position peaked at $437K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.