DI
UHS icon

DFPG Investments’s Universal Health Services UHS Stock Holding History

DFPG Investments’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
Q3 		– Sell
-11,367
Closed -$1.74M – 191
2021
Q2 		$1.74M Buy
11,367
+636
+6% +$96.1K 0.66% 49
2021
Q1 		$1.46M Buy
10,731
+786
+8% +$104K 0.63% 52
2020
Q4 		$1.4M Buy
9,945
+626
+7% +$77.9K 0.65% 48
2020
Q3 		$1.02M Sell
9,319
-2,980
-24% -$319K 0.54% 51
2020
Q2 		$1.12M Sell
12,299
-1,036
-8% -$104K 0.68% 36
2020
Q1 		$1.38M Buy
13,335
+1,725
+15% +$218K 1.03% 20
2019
Q4 		$1.68M Buy
11,610
+1,234
+12% +$176K 1.1% 21
2019
Q3 		$1.49M Buy
10,376
+2,095
+25% +$301K 1.23% 18
2019
Q2 		$1.07M Buy
+8,281
New +$1.04M 1.02% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DFPG Investments's UHS Position: Q3 2021 in Review

DFPG Investments sold out of Universal Health Services (UHS) in Q3 2021, closing a stake of 11,367 shares — an estimated $1.74M sold.

DFPG Investments first reported a position in UHS in Q2 2019 and held it in 9 quarters. The position peaked at $1.74M in Q2 2021. 468 funds tracked by Wall St. Rank hold UHS as of Q3 2021.

  • DFPG Investments reported no remaining Universal Health Services position as of Q3 2021 after selling out during the quarter.
  • DFPG Investments sold 11,367 Universal Health Services shares in Q3 2021, an estimated $1.74M.
  • DFPG Investments first reported a position in Universal Health Services in Q2 2019 and held it in 9 quarters.
  • DFPG Investments's Universal Health Services position peaked at $1.74M in Q2 2021.
  • 468 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2021.

Based on DFPG Investments's 13F filing for Q3 2021, filed 19 Oct 2021.