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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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.