Carroll Financial Associates’s Universal Health Services UHS Stock Holding History

Carroll Financial 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
2021 Q4	–	Sell	-104	Closed	-$13.4K	–	1944
2021 Q3	$14K	Hold	104	–	–	﹤0.01%	1104
2021 Q2	$15K	Buy	+104	New	+$15.7K	﹤0.01%	1175
2021 Q1	–	Sell	-100	Closed	-$13K	–	1775
2020 Q4	$13K	Buy	+100	New	+$12.4K	﹤0.01%	1042
2016 Q2	–	Sell	-27	Closed	-$3K	–	1222
2016 Q1	$3K	Buy	+27	New	+$3.04K	﹤0.01%	1006

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Carroll Financial Associates's UHS Position: Q4 2021 in Review

Carroll Financial Associates sold out of Universal Health Services (UHS) in Q4 2021, closing a stake of 104 shares — an estimated $13.4K sold.

Carroll Financial Associates first reported a position in UHS in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 455 funds tracked by Wall St. Rank hold UHS as of Q4 2021.

Carroll Financial Associates reported no remaining Universal Health Services position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 104 Universal Health Services shares in Q4 2021, an estimated $13.4K.
Carroll Financial Associates first reported a position in Universal Health Services in Q1 2016 and held it in 4 quarters.
Carroll Financial Associates's Universal Health Services position peaked at $15K in Q2 2021.
455 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.