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

Endurance 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
2023 Q2	$14K	Hold	84	–	–	﹤0.01%	469
2023 Q1	$10K	Sell	84 -6	-7%	-$828	﹤0.01%	507
2022 Q4	$12K	Buy	90 +10	+13%	+$1.18K	﹤0.01%	470
2022 Q3	$7K	Hold	80	–	–	﹤0.01%	501
2022 Q2	$8K	Hold	80	–	–	﹤0.01%	506
2022 Q1	$12K	Hold	80	–	–	﹤0.01%	505
2021 Q4	$10K	Hold	80	–	–	﹤0.01%	508
2021 Q3	$11K	Sell	80 -10	-11%	-$1.51K	﹤0.01%	519
2021 Q2	$13K	Hold	90	–	–	﹤0.01%	502
2021 Q1	$12K	Hold	90	–	–	﹤0.01%	516
2020 Q4	$12K	Hold	90	–	–	﹤0.01%	477
2020 Q3	$10K	Hold	90	–	–	﹤0.01%	477
2020 Q2	$8K	Hold	90	–	–	﹤0.01%	485
2020 Q1	$9K	Hold	90	–	–	﹤0.01%	438
2019 Q4	$13K	Hold	90	–	–	﹤0.01%	403
2019 Q3	$13K	Sell	90 -10	-10%	-$1.44K	﹤0.01%	400
2019 Q2	$13K	Hold	100	–	–	﹤0.01%	374
2019 Q1	$13K	Hold	100	–	–	﹤0.01%	368
2018 Q4	$12K	Hold	100	–	–	﹤0.01%	359
2018 Q3	$13K	Hold	100	–	–	﹤0.01%	385
2018 Q2	$11K	Hold	100	–	–	﹤0.01%	398
2018 Q1	$12K	Hold	100	–	–	﹤0.01%	417
2017 Q4	$11K	Buy	+100	New	+$10.7K	﹤0.01%	409

Other funds holding UHS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's UHS Position: Q2 2023 in Review

Endurance Wealth Management held its Universal Health Services (UHS) position steady in Q2 2023 at 84 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Endurance Wealth Management first reported a position in UHS in Q4 2017 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold UHS as of Q2 2023.

Endurance Wealth Management held 84 shares of Universal Health Services worth $14K as of Q2 2023.
Endurance Wealth Management left its Universal Health Services share count unchanged in Q2 2023.
Universal Health Services made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #469 holding.
Endurance Wealth Management first reported a position in Universal Health Services in Q4 2017 and has held it in 23 quarters since.
458 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.