Xact Kapitalforvaltning’s Universal Health Realty Income Trust UHT Stock Holding History

Xact Kapitalforvaltning’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 Q1	$470K	Hold	4,665	–	–	0.01%	780
2019 Q4	$547K	Hold	4,665	–	–	0.01%	913
2019 Q3	$480K	Sell	4,665 -1,500	-24%	-$141K	0.01%	926
2019 Q2	$524K	Hold	6,165	–	–	0.01%	890
2019 Q1	$467K	Hold	6,165	–	–	0.01%	959
2018 Q4	$378K	Hold	6,165	–	–	0.01%	1086
2018 Q3	$459K	Buy	6,165 +1,000	+19%	+$70.4K	0.01%	1031
2018 Q2	$330K	Buy	5,165 +300	+6%	+$18.5K	0.01%	1264
2018 Q1	$292K	Buy	4,865 +2,200	+83%	+$138K	0.01%	1267
2017 Q4	$200K	Buy	+2,665	New	+$200K	﹤0.01%	1265

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Xact Kapitalforvaltning's UHT Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Universal Health Realty Income Trust (UHT) position steady in Q1 2020 at 4,665 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #780.

Xact Kapitalforvaltning first reported a position in UHT in Q4 2017 and has held it in 10 quarters since. The position peaked at $547K in Q4 2019. 172 funds tracked by Wall St. Rank hold UHT as of Q1 2020.

Xact Kapitalforvaltning held 4,665 shares of Universal Health Realty Income Trust worth $470K as of Q1 2020.
Xact Kapitalforvaltning left its Universal Health Realty Income Trust share count unchanged in Q1 2020.
Universal Health Realty Income Trust made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #780 holding.
Xact Kapitalforvaltning first reported a position in Universal Health Realty Income Trust in Q4 2017 and has held it in 10 quarters since.
Xact Kapitalforvaltning's Universal Health Realty Income Trust position peaked at $547K in Q4 2019.
172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.