Burns Matteson Capital Management’s Universal Health Services UHS Stock Holding History

Burns Matteson 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 Q3	–	Sell	-1,989	Closed	-$368K	–	200
2024 Q2	$368K	Buy	+1,989	New	+$352K	0.23%	82
2023 Q2	–	Sell	-5,866	Closed	-$746K	–	183
2023 Q1	$746K	Sell	5,866 -425	-7%	-$58.7K	0.47%	38
2022 Q4	$886K	Buy	+6,291	New	+$743K	0.59%	33

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Burns Matteson Capital Management's UHS Position: Q3 2024 in Review

Burns Matteson Capital Management sold out of Universal Health Services (UHS) in Q3 2024, closing a stake of 1,989 shares — an estimated $368K sold.

Burns Matteson Capital Management first reported a position in UHS in Q4 2022 and held it in 3 quarters. The position peaked at $886K in Q4 2022. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

Burns Matteson Capital Management reported no remaining Universal Health Services position as of Q3 2024 after selling out during the quarter.
Burns Matteson Capital Management sold 1,989 Universal Health Services shares in Q3 2024, an estimated $368K.
Burns Matteson Capital Management first reported a position in Universal Health Services in Q4 2022 and held it in 3 quarters.
Burns Matteson Capital Management's Universal Health Services position peaked at $886K in Q4 2022.
619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on Burns Matteson Capital Management's 13F filing for Q3 2024, filed 10 Oct 2024.