Concord Wealth Partners’s Universal Health Services UHS Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-16	Closed	-$2.25K	–	1226
2022 Q4	$2.25K	Buy	+16	New	+$1.89K	﹤0.01%	912
2022 Q3	–	Sell	-21	Closed	-$2K	–	1086
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	1075
2022 Q1	$3K	Buy	21 +7	+50%	+$968	﹤0.01%	1042
2021 Q4	$2K	Buy	+14	New	+$1.8K	﹤0.01%	1173
2021 Q3	–	Sell	-14	Closed	-$2K	–	1027
2021 Q2	$2K	Buy	14 +11	+367%	+$1.66K	﹤0.01%	919
2021 Q1	$0	Buy	+3	New	+$398	﹤0.01%	1062

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Concord Wealth Partners's UHS Position: Q1 2023 in Review

Concord Wealth Partners sold out of Universal Health Services (UHS) in Q1 2023, closing a stake of 16 shares — an estimated $2.25K sold.

Concord Wealth Partners first reported a position in UHS in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 419 funds tracked by Wall St. Rank hold UHS as of Q1 2023.

Concord Wealth Partners reported no remaining Universal Health Services position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 16 Universal Health Services shares in Q1 2023, an estimated $2.25K.
Concord Wealth Partners first reported a position in Universal Health Services in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's Universal Health Services position peaked at $3K in Q1 2022.
419 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.