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

BerganKDV 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 Q2	$1.89K	Sell	12 -8	-40%	-$1.12K	﹤0.01%	693
2023 Q1	$2.55K	Hold	20	–	–	﹤0.01%	799
2022 Q4	$2.82K	Hold	20	–	–	﹤0.01%	760
2022 Q3	$2K	Sell	20 -7	-26%	-$723	﹤0.01%	838
2022 Q2	$3K	Hold	27	–	–	﹤0.01%	791
2022 Q1	$4K	Hold	27	–	–	﹤0.01%	776
2021 Q4	$4K	Sell	27 -4	-13%	-$514	﹤0.01%	837
2021 Q3	$4K	Hold	31	–	–	﹤0.01%	796
2021 Q2	$5K	Hold	31	–	–	﹤0.01%	711
2021 Q1	$4K	Hold	31	–	–	﹤0.01%	707
2020 Q4	$4K	Buy	31 +3	+11%	+$373	﹤0.01%	707
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	664
2020 Q2	$3K	Sell	28 -3	-10%	-$300	﹤0.01%	718
2020 Q1	$3K	Buy	31 +4	+15%	+$506	﹤0.01%	697
2019 Q4	$4K	Buy	+27	New	+$3.85K	﹤0.01%	681

Other funds holding UHS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

CCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

BerganKDV Wealth Management's UHS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Universal Health Services (UHS) stake by 40% in Q2 2023, selling an estimated $1.12K and leaving 12 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

BerganKDV Wealth Management first reported a position in UHS in Q4 2019 and has held it in 15 quarters since. The position peaked at $5K in Q2 2021. 458 funds tracked by Wall St. Rank hold UHS as of Q2 2023.

BerganKDV Wealth Management held 12 shares of Universal Health Services worth $1.89K as of Q2 2023.
BerganKDV Wealth Management sold 8 Universal Health Services shares in Q2 2023, an estimated $1.12K.
Universal Health Services made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #693 holding.
BerganKDV Wealth Management first reported a position in Universal Health Services in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Universal Health Services position peaked at $5K in Q2 2021.
458 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.