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

Alterna 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
2019
Q4 		– Sell
-1,461
Closed -$217K – 133
2019
Q3 		$217K Buy
+1,461
New +$210K 0.26% 95

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Alterna Wealth Management's UHS Position: Q4 2019 in Review

Alterna Wealth Management sold out of Universal Health Services (UHS) in Q4 2019, closing a stake of 1,461 shares — an estimated $217K sold.

Alterna Wealth Management first reported a position in UHS in Q3 2019 and held it in 1 quarter. The position peaked at $217K in Q3 2019. 477 funds tracked by Wall St. Rank hold UHS as of Q4 2019.

  • Alterna Wealth Management reported no remaining Universal Health Services position as of Q4 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,461 Universal Health Services shares in Q4 2019, an estimated $217K.
  • Alterna Wealth Management first reported a position in Universal Health Services in Q3 2019 and held it in 1 quarter.
  • Alterna Wealth Management's Universal Health Services position peaked at $217K in Q3 2019.
  • 477 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2019.

Based on Alterna Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.