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Disciplined Investments’s Universal Health Services UHS Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-18
Closed -$2.84K – 1455
2023
Q2 		$2.84K Sell
18
-2
-10% -$279 ﹤0.01% 531
2023
Q1 		$2.54K Buy
20
+4
+25% +$552 ﹤0.01% 582
2022
Q4 		$2.25K Buy
16
+12
+300% +$1.42K ﹤0.01% 586
2022
Q3 		$0 Sell
4
-4
-50% -$413 ﹤0.01% 1628
2022
Q2 		$1K Sell
8
-9
-53% -$1.13K ﹤0.01% 1145
2022
Q1 		$2K Buy
+17
New +$2.35K ﹤0.01% 799

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

Disciplined Investments's UHS Position: Q3 2023 in Review

Disciplined Investments sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 18 shares — an estimated $2.84K sold.

Disciplined Investments first reported a position in UHS in Q1 2022 and held it in 6 quarters. The position peaked at $2.84K in Q2 2023. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • Disciplined Investments reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 Universal Health Services shares in Q3 2023, an estimated $2.84K.
  • Disciplined Investments first reported a position in Universal Health Services in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Universal Health Services position peaked at $2.84K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.