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Carolinas Wealth Consulting’s Universal Health Services UHS Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-1
Closed -$230 – 1105
2024
Q3 		$230 Hold
1
– – ﹤0.01% 1044
2024
Q2 		$185 Buy
+1
New +$177 ﹤0.01% 1030

Other funds holding UHS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's UHS Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 1 share — an estimated $230 sold.

Carolinas Wealth Consulting first reported a position in UHS in Q2 2024 and held it in 2 quarters. The position peaked at $230 in Q3 2024. 602 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Universal Health Services share in Q4 2024, an estimated $230.
  • Carolinas Wealth Consulting first reported a position in Universal Health Services in Q2 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Universal Health Services position peaked at $230 in Q3 2024.
  • 602 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.