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Ellevest Inc’s Universal Health Services UHS Stock Holding History

Ellevest Inc’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
2020
Q4 		– Sell
-382
Closed -$41K – 1360
2020
Q3 		$41K Hold
382
– – 0.01% 415
2020
Q2 		$35K Hold
382
– – 0.01% 408
2020
Q1 		$38K Buy
382
+55
+17% +$6.96K 0.01% 290
2019
Q4 		$47K Buy
+327
New +$46.6K 0.01% 206

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc's UHS Position: Q4 2020 in Review

Ellevest Inc sold out of Universal Health Services (UHS) in Q4 2020, closing a stake of 382 shares — an estimated $41K sold.

Ellevest Inc first reported a position in UHS in Q4 2019 and held it in 4 quarters. The position peaked at $47K in Q4 2019. 456 funds tracked by Wall St. Rank hold UHS as of Q4 2020.

  • Ellevest Inc reported no remaining Universal Health Services position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 382 Universal Health Services shares in Q4 2020, an estimated $41K.
  • Ellevest Inc first reported a position in Universal Health Services in Q4 2019 and held it in 4 quarters.
  • Ellevest Inc's Universal Health Services position peaked at $47K in Q4 2019.
  • 456 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.