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Concourse Financial Group Securities’s Universal Health Services UHS Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-222
Closed -$41.5K – 1930
2024
Q4 		$41.5K Buy
222
+52
+31% +$10.6K ﹤0.01% 1289
2024
Q3 		$38.9K Buy
+170
New +$36.6K ﹤0.01% 1272
2022
Q4 		– Sell
-241
Closed -$28.4K – 2352
2022
Q3 		$21K Sell
241
-29
-11% -$3K ﹤0.01% 1299
2022
Q2 		$27K Sell
270
-27
-9% -$3.38K ﹤0.01% 1346
2022
Q1 		$43K Sell
297
-81
-21% -$11.2K ﹤0.01% 1197
2021
Q4 		$49K Buy
378
+50
+15% +$6.43K ﹤0.01% 1303
2021
Q3 		$45K Sell
328
-6
-2% -$908 ﹤0.01% 1365
2021
Q2 		$49K Buy
334
+14
+4% +$2.12K ﹤0.01% 1323
2021
Q1 		$43K Sell
320
-58
-15% -$7.69K ﹤0.01% 1278
2020
Q4 		$52K Sell
378
-22
-6% -$2.74K ﹤0.01% 1144
2020
Q3 		$43K Hold
400
– – ﹤0.01% 1118
2020
Q2 		$37K Sell
400
-95
-19% -$9.5K ﹤0.01% 1087
2020
Q1 		$49K Sell
495
-14
-3% -$1.77K 0.01% 915
2019
Q4 		$73K Buy
509
+106
+26% +$15.1K 0.01% 810
2019
Q3 		$60K Buy
403
+32
+9% +$4.6K 0.01% 567
2019
Q2 		$48K Buy
+371
New +$46.7K ﹤0.01% 888

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's UHS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 222 shares — an estimated $41.5K sold.

Concourse Financial Group Securities first reported a position in UHS in Q2 2019 and held it in 16 quarters. The position peaked at $73K in Q4 2019. 618 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 222 Universal Health Services shares in Q1 2025, an estimated $41.5K.
  • Concourse Financial Group Securities first reported a position in Universal Health Services in Q2 2019 and held it in 16 quarters.
  • Concourse Financial Group Securities's Universal Health Services position peaked at $73K in Q4 2019.
  • 618 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.