CSat Investment Advisory’s Universal Health Services UHS Stock Holding History

CSat Investment Advisory’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 Q1	$74K	Buy	558 +128	+30%	+$17K	0.06%	116
2020 Q4	$59K	Sell	430 -262	-38%	-$32.6K	0.05%	129
2020 Q3	$74K	Sell	692 -87	-11%	-$9.3K	0.01%	583
2020 Q2	$73K	Buy	779 +399	+105%	+$39.9K	0.01%	588
2020 Q1	$37K	Buy	380 +6	+2%	+$760	0.01%	605
2019 Q4	$54K	Buy	374 +75	+25%	+$10.7K	0.01%	614
2019 Q3	$44K	Sell	299 -63	-17%	-$9.05K	0.01%	599
2019 Q2	$47K	Buy	362 +154	+74%	+$19.4K	0.02%	563
2019 Q1	$28K	Buy	208 +6	+3%	+$790	0.01%	242
2018 Q4	$24K	Buy	202 +52	+35%	+$6.54K	0.01%	234
2018 Q3	$19K	Buy	150 +1	+0.7%	+$123	0.01%	237
2018 Q2	$17K	Buy	+149	New	+$17.5K	0.01%	238

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CSat Investment Advisory's UHS Position: Q1 2021 in Review

CSat Investment Advisory increased its Universal Health Services (UHS) stake by 30% in Q1 2021, buying an estimated $17K and bringing the position to 558 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #116.

CSat Investment Advisory first reported a position in UHS in Q2 2018 and has held it in 12 quarters since. 466 funds tracked by Wall St. Rank hold UHS as of Q1 2021.

CSat Investment Advisory held 558 shares of Universal Health Services worth $74K as of Q1 2021.
CSat Investment Advisory bought 128 Universal Health Services shares in Q1 2021, an estimated $17K.
Universal Health Services made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #116 holding.
CSat Investment Advisory first reported a position in Universal Health Services in Q2 2018 and has held it in 12 quarters since.
466 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.