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Ellsworth Advisors’s Universal Health Services UHS Stock Holding History

Ellsworth Advisors’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
2024
Q1 		– Sell
-31,382
Closed -$4.78M – 201
2023
Q4 		$4.78M Buy
+31,382
New +$4.22M 1.51% 15

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellsworth Advisors's UHS Position: Q1 2024 in Review

Ellsworth Advisors sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 31,382 shares — an estimated $4.78M sold.

Ellsworth Advisors first reported a position in UHS in Q4 2023 and held it in 1 quarter. The position peaked at $4.78M in Q4 2023. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.

  • Ellsworth Advisors reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
  • Ellsworth Advisors sold 31,382 Universal Health Services shares in Q1 2024, an estimated $4.78M.
  • Ellsworth Advisors first reported a position in Universal Health Services in Q4 2023 and held it in 1 quarter.
  • Ellsworth Advisors's Universal Health Services position peaked at $4.78M in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.

Based on Ellsworth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.