WT
UHT

Whittier Trust’s Universal Health Realty Income Trust UHT Stock Holding History

Whittier Trust’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
Q4 		– Sell
-1,000
Closed -$57K – 1486
2020
Q3 		$57K Hold
1,000
– – ﹤0.01% 806
2020
Q2 		$79K Hold
1,000
– – ﹤0.01% 715
2020
Q1 		$101K Hold
1,000
– – ﹤0.01% 660
2019
Q4 		$117K Buy
+1,000
New +$114K ﹤0.01% 667
2015
Q2 		– Sell
-140
Closed -$8K – 1285
2015
Q1 		$8K Buy
+140
New +$7.32K ﹤0.01% 1054
2013
Q4 		– Sell
-19,820
Closed -$830K – 1100
2013
Q3 		$830K Hold
19,820
– – 0.04% 265
2013
Q2 		$855K Buy
+19,820
New +$1.02M 0.05% 243

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whittier Trust's UHT Position: Q4 2020 in Review

Whittier Trust sold out of Universal Health Realty Income Trust (UHT) in Q4 2020, closing a stake of 1,000 shares — an estimated $57K sold.

Whittier Trust first reported a position in UHT in Q2 2013 and held it in 7 quarters. The position peaked at $855K in Q2 2013. 150 funds tracked by Wall St. Rank hold UHT as of Q4 2020.

  • Whittier Trust reported no remaining Universal Health Realty Income Trust position as of Q4 2020 after selling out during the quarter.
  • Whittier Trust sold 1,000 Universal Health Realty Income Trust shares in Q4 2020, an estimated $57K.
  • Whittier Trust first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 7 quarters.
  • Whittier Trust's Universal Health Realty Income Trust position peaked at $855K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2020.

Based on Whittier Trust's 13F filing for Q4 2020, filed 29 Jan 2021.