RAFFA WEALTH MANAGEMENT, LLC’s Universal Health Realty Income Trust UHT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-9	Closed	-$715	–	909
2020 Q2	$715	Buy	+9	New	+$847	﹤0.01%	742
2017 Q1	–	Sell	-9	Closed	-$590	–	837
2016 Q4	$590	Hold	9	–	–	﹤0.01%	677
2016 Q3	$567	Hold	9	–	–	﹤0.01%	669
2016 Q2	$515	Buy	+9	New	+$497	﹤0.01%	675

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RAFFA WEALTH MANAGEMENT, LLC's UHT Position: Q3 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Universal Health Realty Income Trust (UHT) in Q3 2020, closing a stake of 9 shares — an estimated $715 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UHT in Q2 2016 and held it in 4 quarters. The position peaked at $715 in Q2 2020. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2020.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Universal Health Realty Income Trust position as of Q3 2020 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 9 Universal Health Realty Income Trust shares in Q3 2020, an estimated $715.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Universal Health Realty Income Trust in Q2 2016 and held it in 4 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Universal Health Realty Income Trust position peaked at $715 in Q2 2020.
154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2020, filed 27 Jul 2026.