Counterpoint Mutual Funds’s Universal Health Services UHS Stock Holding History

Counterpoint Mutual Funds’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	-5,322	Closed	-$1.22M	–	420
2024 Q3	$1.22M	Buy	+5,322	New	+$1.15M	0.23%	28
2024 Q2	–	Sell	-2,934	Closed	-$535K	–	294
2024 Q1	$535K	Buy	+2,934	New	+$485K	0.13%	38
2023 Q2	–	Sell	-956	Closed	-$122K	–	473
2023 Q1	$122K	Buy	+956	New	+$132K	0.11%	44

Other funds holding UHS

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Counterpoint Mutual Funds's UHS Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 5,322 shares — an estimated $1.22M sold.

Counterpoint Mutual Funds first reported a position in UHS in Q1 2023 and held it in 3 quarters. The position peaked at $1.22M in Q3 2024. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

Counterpoint Mutual Funds reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
Counterpoint Mutual Funds sold 5,322 Universal Health Services shares in Q4 2024, an estimated $1.22M.
Counterpoint Mutual Funds first reported a position in Universal Health Services in Q1 2023 and held it in 3 quarters.
Counterpoint Mutual Funds's Universal Health Services position peaked at $1.22M in Q3 2024.
601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.