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D.A. Davidson & Co’s Universal Health Services UHS Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-1,928
Closed -$304K – 1393
2023
Q2 		$304K Buy
+1,928
New +$269K ﹤0.01% 1091
2020
Q4 		– Sell
-2,100
Closed -$225K – 1040
2020
Q3 		$225K Buy
+2,100
New +$225K ﹤0.01% 844
2020
Q2 		– Sell
-2,113
Closed -$209K – 1025
2020
Q1 		$209K Hold
2,113
– – ﹤0.01% 857
2019
Q4 		$303K Hold
2,113
– – ﹤0.01% 813
2019
Q3 		$314K Hold
2,113
– – 0.01% 770
2019
Q2 		$276K Sell
2,113
-1,419
-40% -$179K 0.01% 804
2019
Q1 		$472K Buy
3,532
+1,590
+82% +$209K 0.01% 718
2018
Q4 		$226K Sell
1,942
-699
-26% -$87.9K ﹤0.01% 925
2018
Q3 		$338K Sell
2,641
-19
-0.7% -$2.33K 0.01% 865
2018
Q2 		$296K Sell
2,660
-25
-0.9% -$2.93K 0.01% 881
2018
Q1 		$318K Sell
2,685
-171
-6% -$20.3K 0.01% 846
2017
Q4 		$324K Sell
2,856
-32
-1% -$3.42K 0.01% 811
2017
Q3 		$320K Buy
2,888
+50
+2% +$5.63K 0.01% 823
2017
Q2 		$346K Buy
2,838
+66
+2% +$7.86K 0.01% 733
2017
Q1 		$344K Sell
2,772
-370
-12% -$43.7K 0.01% 731
2016
Q4 		$332K Buy
3,142
+822
+35% +$97.3K 0.01% 801
2016
Q3 		$284K Buy
2,320
+430
+23% +$54.5K 0.01% 816
2016
Q2 		$252K Buy
1,890
+317
+20% +$41.8K 0.01% 767
2016
Q1 		$194K Buy
1,573
+1,002
+175% +$113K 0.01% 854
2015
Q4 		$67K Buy
571
+323
+130% +$39.5K ﹤0.01% 1283
2015
Q3 		$29K Buy
248
+13
+6% +$1.81K ﹤0.01% 1570
2015
Q2 		$32K Sell
235
-1
-0.4% -$125 ﹤0.01% 1579
2015
Q1 		$26K Sell
236
-4
-2% -$442 ﹤0.01% 1607
2014
Q4 		$25K Buy
240
+91
+61% +$9.56K ﹤0.01% 1622
2014
Q3 		$15K Buy
149
+31
+26% +$3.29K ﹤0.01% 1748
2014
Q2 		$10K Hold
118
– – ﹤0.01% 1809
2014
Q1 		$9K Buy
118
+27
+30% +$2.17K ﹤0.01% 1831
2013
Q4 		$6K Buy
+91
New +$7.27K ﹤0.01% 1829

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.A. Davidson & Co's UHS Position: Q3 2023 in Review

D.A. Davidson & Co sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 1,928 shares — an estimated $304K sold.

D.A. Davidson & Co first reported a position in UHS in Q4 2013 and held it in 28 quarters. The position peaked at $472K in Q1 2019. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • D.A. Davidson & Co reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,928 Universal Health Services shares in Q3 2023, an estimated $304K.
  • D.A. Davidson & Co first reported a position in Universal Health Services in Q4 2013 and held it in 28 quarters.
  • D.A. Davidson & Co's Universal Health Services position peaked at $472K in Q1 2019.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on D.A. Davidson & Co's 13F filing for Q3 2023, filed 8 Nov 2023.