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Asset Dedication LLC’s Universal Health Services UHS Stock Holding History

Asset Dedication LLC’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
2025
Q1 		– Sell
-4
Closed -$718 – 1174
2024
Q4 		$718 Hold
4
– – ﹤0.01% 1030
2024
Q3 		$917 Hold
4
– – ﹤0.01% 1064
2024
Q2 		$740 Hold
4
– – ﹤0.01% 1122
2024
Q1 		$1K Hold
4
– – ﹤0.01% 960
2023
Q4 		$1K Hold
4
– – ﹤0.01% 966
2023
Q3 		$1K Hold
4
– – ﹤0.01% 968
2023
Q2 		$1K Hold
4
– – ﹤0.01% 940
2023
Q1 		$1K Hold
4
– – ﹤0.01% 927
2022
Q4 		$1K Buy
+4
New +$472 ﹤0.01% 966
2016
Q2 		– Sell
-150
Closed -$19K – 461
2016
Q1 		$19K Buy
150
+121
+417% +$13.6K 0.01% 241
2015
Q4 		$3K Buy
+29
New +$3.54K ﹤0.01% 525

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Asset Dedication LLC's UHS Position: Q1 2025 in Review

Asset Dedication LLC sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 4 shares — an estimated $718 sold.

Asset Dedication LLC first reported a position in UHS in Q4 2015 and held it in 11 quarters. The position peaked at $19K in Q1 2016. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

  • Asset Dedication LLC reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 4 Universal Health Services shares in Q1 2025, an estimated $718.
  • Asset Dedication LLC first reported a position in Universal Health Services in Q4 2015 and held it in 11 quarters.
  • Asset Dedication LLC's Universal Health Services position peaked at $19K in Q1 2016.
  • 617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Asset Dedication LLC's 13F filing for Q1 2025, filed 1 May 2025.