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Edge Wealth Management’s Universal Health Services UHS Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-3
Closed -$1K – 432
2021
Q4 		$1K Hold
3
– – ﹤0.01% 494
2021
Q3 		$1K Buy
+3
New +$454 ﹤0.01% 512

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's UHS Position: Q1 2022 in Review

Edge Wealth Management sold out of Universal Health Services (UHS) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in UHS in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 457 funds tracked by Wall St. Rank hold UHS as of Q1 2022.

  • Edge Wealth Management reported no remaining Universal Health Services position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 3 Universal Health Services shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in Universal Health Services in Q3 2021 and held it in 2 quarters.
  • Edge Wealth Management's Universal Health Services position peaked at $1K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.