Berman Capital Advisors’s Universal Health Services UHS Stock Holding History

Berman Capital 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
2021 Q3	$58K	Buy	422 +153	+57%	+$23.2K	0.01%	615
2021 Q2	$39K	Buy	269 +166	+161%	+$25.1K	0.01%	674
2021 Q1	$13K	Hold	103	–	–	﹤0.01%	948
2020 Q4	$14K	Hold	103	–	–	﹤0.01%	796
2020 Q3	$11K	Buy	103 +12	+13%	+$1.28K	﹤0.01%	774
2020 Q2	$7K	Sell	91 -17	-16%	-$1.7K	﹤0.01%	906
2020 Q1	$9K	Buy	108 +77	+248%	+$9.75K	﹤0.01%	707
2019 Q4	$4K	Hold	31	–	–	﹤0.01%	1049
2019 Q3	$4K	Hold	31	–	–	﹤0.01%	1028
2019 Q2	$4K	Sell	31 -29	-48%	-$3.65K	﹤0.01%	1039
2019 Q1	$8K	Buy	60 +48	+400%	+$6.32K	﹤0.01%	734
2018 Q4	$0	Buy	+12	New	+$1.51K	﹤0.01%	1263

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's UHS Position: Q3 2021 in Review

Berman Capital Advisors increased its Universal Health Services (UHS) stake by 57% in Q3 2021, buying an estimated $23.2K and bringing the position to 422 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #615.

Berman Capital Advisors first reported a position in UHS in Q4 2018 and has held it in 12 quarters since. 469 funds tracked by Wall St. Rank hold UHS as of Q3 2021.

Berman Capital Advisors held 422 shares of Universal Health Services worth $58K as of Q3 2021.
Berman Capital Advisors bought 153 Universal Health Services shares in Q3 2021, an estimated $23.2K.
Universal Health Services made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #615 holding.
Berman Capital Advisors first reported a position in Universal Health Services in Q4 2018 and has held it in 12 quarters since.
469 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.