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Carmichael Hill & Associates’s Universal Health Services UHS Stock Holding History

Carmichael Hill & Associates’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
-200
Closed -$36.5K – 792
2024
Q1 		$36.5K Hold
200
– – 0.01% 393
2023
Q4 		$30.5K Hold
200
– – 0.01% 420
2023
Q3 		$25.1K Hold
200
– – 0.01% 433
2023
Q2 		$31.6K Buy
+200
New +$27.9K 0.01% 403

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

Carmichael Hill & Associates's UHS Position: Q2 2024 in Review

Carmichael Hill & Associates sold out of Universal Health Services (UHS) in Q2 2024, closing a stake of 200 shares — an estimated $36.5K sold.

Carmichael Hill & Associates first reported a position in UHS in Q2 2023 and held it in 4 quarters. The position peaked at $36.5K in Q1 2024. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • Carmichael Hill & Associates reported no remaining Universal Health Services position as of Q2 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 200 Universal Health Services shares in Q2 2024, an estimated $36.5K.
  • Carmichael Hill & Associates first reported a position in Universal Health Services in Q2 2023 and held it in 4 quarters.
  • Carmichael Hill & Associates's Universal Health Services position peaked at $36.5K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on Carmichael Hill & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.