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

Baystate 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
2023 Q4	$3.36K	Buy	+22	New	+$2.96K	﹤0.01%	968
2022 Q1	–	Sell	-5	Closed	-$691	–	939
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	854
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	810
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	776
2021 Q1	$1K	Buy	+5	New	+$663	﹤0.01%	704

Other funds holding UHS

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Baystate Wealth Management's UHS Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Universal Health Services (UHS) in Q4 2023: 22 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in UHS as recently as Q4 2021.

Baystate Wealth Management first reported a position in UHS in Q1 2021 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold UHS as of Q4 2023.

Baystate Wealth Management held 22 shares of Universal Health Services worth $3.36K as of Q4 2023.
Universal Health Services was a new Baystate Wealth Management position in Q4 2023.
Universal Health Services made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #968 holding.
Baystate Wealth Management first reported a position in Universal Health Services in Q1 2021 and has held it in 5 quarters since.
461 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.