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Berger Financial Group’s Universal Health Services UHS Stock Holding History

Berger Financial Group’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
2021
Q1 		– Sell
-32,636
Closed -$4.49M – 230
2020
Q4 		$4.49M Buy
+32,636
New +$4.06M 0.78% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berger Financial Group's UHS Position: Q1 2021 in Review

Berger Financial Group sold out of Universal Health Services (UHS) in Q1 2021, closing a stake of 32,636 shares — an estimated $4.49M sold.

Berger Financial Group first reported a position in UHS in Q4 2020 and held it in 1 quarter. The position peaked at $4.49M in Q4 2020. 465 funds tracked by Wall St. Rank hold UHS as of Q1 2021.

  • Berger Financial Group reported no remaining Universal Health Services position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 32,636 Universal Health Services shares in Q1 2021, an estimated $4.49M.
  • Berger Financial Group first reported a position in Universal Health Services in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Universal Health Services position peaked at $4.49M in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.