Canvas Wealth Advisors’s Universal Health Services UHS Stock Holding History

Canvas Wealth 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
2023 Q4	–	Sell	-6,987	Closed	-$871K	–	135
2023 Q3	$871K	Sell	6,987 -916	-12%	-$125K	0.36%	49
2023 Q2	$1.17M	Sell	7,903 -1,228	-13%	-$171K	0.44%	42
2023 Q1	$1.33M	Sell	9,131 -1,236	-12%	-$171K	0.56%	38
2022 Q4	$1.51M	Sell	10,367 -5,349	-34%	-$631K	0.63%	33
2022 Q3	$1.72M	Sell	15,716 -724	-4%	-$74.8K	0.73%	30
2022 Q2	$1.66M	Buy	16,440 +1,288	+9%	+$161K	0.67%	39
2022 Q1	$1.9M	Buy	15,152 +3,946	+35%	+$546K	0.69%	41
2021 Q4	$1.45M	Buy	+11,206	New	+$1.44M	0.52%	47

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Canvas Wealth Advisors's UHS Position: Q4 2023 in Review

Canvas Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2023, closing a stake of 6,987 shares — an estimated $871K sold.

Canvas Wealth Advisors first reported a position in UHS in Q4 2021 and held it in 8 quarters. The position peaked at $1.9M in Q1 2022. 461 funds tracked by Wall St. Rank hold UHS as of Q4 2023.

Canvas Wealth Advisors reported no remaining Universal Health Services position as of Q4 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 6,987 Universal Health Services shares in Q4 2023, an estimated $871K.
Canvas Wealth Advisors first reported a position in Universal Health Services in Q4 2021 and held it in 8 quarters.
Canvas Wealth Advisors's Universal Health Services position peaked at $1.9M in Q1 2022.
461 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2023.

Based on Canvas Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.