AWM
UHS icon

Abound Wealth Management’s Universal Health Services UHS Stock Holding History

Abound Wealth Management’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$184 – 1307
2024
Q1 		$184 Hold
1
– – ﹤0.01% 1246
2023
Q4 		$154 Hold
1
– – ﹤0.01% 1280
2023
Q3 		$127 Hold
1
– – ﹤0.01% 1142
2023
Q2 		$158 Buy
+1
New +$139 ﹤0.01% 1166

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abound Wealth Management's UHS Position: Q2 2024 in Review

Abound Wealth Management sold out of Universal Health Services (UHS) in Q2 2024, closing a stake of 1 share — an estimated $184 sold.

Abound Wealth Management first reported a position in UHS in Q2 2023 and held it in 4 quarters. The position peaked at $184 in Q1 2024. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • Abound Wealth Management reported no remaining Universal Health Services position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Universal Health Services share in Q2 2024, an estimated $184.
  • Abound Wealth Management first reported a position in Universal Health Services in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Universal Health Services position peaked at $184 in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.