Ellis Investment Partners’s Universal Health Services UHS Stock Holding History

Ellis Investment Partners’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 Q4	–	Sell	-305	Closed	-$26K	–	711
2022 Q3	$26K	Buy	305 +1	+0.3%	+$103	0.01%	460
2022 Q2	$30K	Hold	304	–	–	0.01%	456
2022 Q1	$44K	Hold	304	–	–	0.01%	431
2021 Q4	$39K	Hold	304	–	–	0.01%	455
2021 Q3	$42K	Buy	304 +1	+0.3%	+$151	0.01%	423
2021 Q2	$44K	Sell	303 -1	-0.3%	-$151	0.01%	414
2021 Q1	$41K	Hold	304	–	–	0.01%	415
2020 Q4	$42K	Buy	304 +1	+0.3%	+$124	0.01%	396
2020 Q3	$32K	Hold	303	–	–	0.01%	424
2020 Q2	$28K	Hold	303	–	–	0.01%	429
2020 Q1	$26K	Hold	303	–	–	0.01%	374
2019 Q4	$43K	Buy	303 +1	+0.3%	+$143	0.01%	362
2019 Q3	$44K	Hold	302	–	–	0.02%	355
2019 Q2	$39K	Buy	+302	New	+$38K	0.01%	359

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellis Investment Partners's UHS Position: Q4 2022 in Review

Ellis Investment Partners sold out of Universal Health Services (UHS) in Q4 2022, closing a stake of 305 shares — an estimated $26K sold.

Ellis Investment Partners first reported a position in UHS in Q2 2019 and held it in 14 quarters. The position peaked at $44K in Q1 2022. 435 funds tracked by Wall St. Rank hold UHS as of Q4 2022.

Ellis Investment Partners reported no remaining Universal Health Services position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 305 Universal Health Services shares in Q4 2022, an estimated $26K.
Ellis Investment Partners first reported a position in Universal Health Services in Q2 2019 and held it in 14 quarters.
Ellis Investment Partners's Universal Health Services position peaked at $44K in Q1 2022.
435 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.