B. Riley Wealth Advisors’s Universal Health Services UHS Stock Holding History

B. Riley Wealth Advisors’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 Q4	–	Sell	-924	Closed	-$202K	–	1288
2024 Q3	$202K	Buy	+924	New	+$199K	0.01%	1140
2023 Q1	–	Sell	-2,913	Closed	-$409K	–	1618
2022 Q4	$409K	Buy	+2,913	New	+$344K	0.01%	871
2022 Q2	–	Sell	-3,446	Closed	-$499K	–	1391
2022 Q1	$499K	Buy	3,446 +35	+1%	+$4.84K	0.02%	748
2021 Q4	$443K	Sell	3,411 -450	-12%	-$57.8K	0.01%	885
2021 Q3	$546K	Buy	3,861 +938	+32%	+$142K	0.02%	732
2021 Q2	$409K	Sell	2,923 -1	-0%	-$151	0.01%	866
2021 Q1	$396K	Sell	2,924 -21	-0.7%	-$2.79K	0.01%	847
2020 Q4	$405K	Buy	+2,945	New	+$366K	0.02%	606

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's UHS Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 924 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in UHS in Q4 2020 and held it in 8 quarters. The position peaked at $546K in Q3 2021. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 924 Universal Health Services shares in Q4 2024, an estimated $202K.
B. Riley Wealth Advisors first reported a position in Universal Health Services in Q4 2020 and held it in 8 quarters.
B. Riley Wealth Advisors's Universal Health Services position peaked at $546K in Q3 2021.
601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.