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Birch Capital Management’s Universal Health Services UHS Stock Holding History

Birch Capital 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
2024
Q2 		– Sell
-22
Closed -$4.01K – 92
2024
Q1 		$4.01K Sell
22
-39
-64% -$6.44K ﹤0.01% 78
2023
Q4 		$9.3K Hold
61
– – 0.01% 78
2023
Q3 		$7.67K Sell
61
-35
-36% -$4.78K ﹤0.01% 82
2023
Q2 		$15.1K Buy
96
+74
+336% +$10.3K 0.01% 80
2023
Q1 		$2.8K Hold
22
– – ﹤0.01% 96
2022
Q4 		$3.1K Sell
22
-827
-97% -$97.6K ﹤0.01% 102
2022
Q3 		$74.9K Hold
849
– – 0.06% 68
2022
Q2 		$85.5K Sell
849
-1,104
-57% -$138K 0.06% 64
2022
Q1 		$283K Buy
1,953
+1,154
+144% +$160K 0.17% 58
2021
Q4 		$104K Sell
799
-604
-43% -$77.6K 0.06% 73
2021
Q3 		$194K Buy
1,403
+170
+14% +$25.7K 0.13% 63
2021
Q2 		$181K Buy
1,233
+88
+8% +$13.3K 0.12% 61
2021
Q1 		$153K Buy
+1,145
New +$152K 0.11% 62

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Birch Capital Management's UHS Position: Q2 2024 in Review

Birch Capital Management sold out of Universal Health Services (UHS) in Q2 2024, closing a stake of 22 shares — an estimated $4.01K sold.

Birch Capital Management first reported a position in UHS in Q1 2021 and held it in 13 quarters. The position peaked at $283K in Q1 2022. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • Birch Capital Management reported no remaining Universal Health Services position as of Q2 2024 after selling out during the quarter.
  • Birch Capital Management sold 22 Universal Health Services shares in Q2 2024, an estimated $4.01K.
  • Birch Capital Management first reported a position in Universal Health Services in Q1 2021 and held it in 13 quarters.
  • Birch Capital Management's Universal Health Services position peaked at $283K in Q1 2022.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on Birch Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.