Winton Group’s Universal Health Realty Income Trust UHT Stock Holding History

Winton Group’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
2023 Q2	–	Sell	-10,090	Closed	-$485K	–	1118
2023 Q1	$485K	Sell	10,090 -4,137	-29%	-$214K	0.03%	691
2022 Q4	$679K	Sell	14,227 -3,723	-21%	-$179K	0.04%	541
2022 Q3	$776K	Buy	17,950 +1,983	+12%	+$101K	0.05%	494
2022 Q2	$850K	Buy	15,967 +12,464	+356%	+$659K	0.05%	532
2022 Q1	$204K	Buy	+3,503	New	+$203K	0.01%	912
2019 Q2	–	Sell	-2,733	Closed	-$207K	–	1288
2019 Q1	$207K	Buy	+2,733	New	+$195K	﹤0.01%	955
2018 Q4	–	Sell	-4,135	Closed	-$308K	–	1041
2018 Q3	$308K	Sell	4,135 -804	-16%	-$56.6K	0.01%	808
2018 Q2	$316K	Sell	4,939 -9,315	-65%	-$574K	0.01%	809
2018 Q1	$857K	Buy	+14,254	New	+$891K	0.02%	566

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

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

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winton Group's UHT Position: Q2 2023 in Review

Winton Group sold out of Universal Health Realty Income Trust (UHT) in Q2 2023, closing a stake of 10,090 shares — an estimated $485K sold.

Winton Group first reported a position in UHT in Q1 2018 and held it in 9 quarters. The position peaked at $857K in Q1 2018. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

Winton Group reported no remaining Universal Health Realty Income Trust position as of Q2 2023 after selling out during the quarter.
Winton Group sold 10,090 Universal Health Realty Income Trust shares in Q2 2023, an estimated $485K.
Winton Group first reported a position in Universal Health Realty Income Trust in Q1 2018 and held it in 9 quarters.
Winton Group's Universal Health Realty Income Trust position peaked at $857K in Q1 2018.
156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.