EH
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Equitable Holdings’s Universal Health Services UHS Stock Holding History

Equitable Holdings’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
-1,758
Closed -$268K – 1209
2023
Q4 		$268K Buy
1,758
+1
+0.1% +$135 ﹤0.01% 972
2023
Q3 		$221K Buy
+1,757
New +$240K ﹤0.01% 973

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

Equitable Holdings's UHS Position: Q1 2024 in Review

Equitable Holdings sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 1,758 shares — an estimated $268K sold.

Equitable Holdings first reported a position in UHS in Q3 2023 and held it in 2 quarters. The position peaked at $268K in Q4 2023. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.

  • Equitable Holdings reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 1,758 Universal Health Services shares in Q1 2024, an estimated $268K.
  • Equitable Holdings first reported a position in Universal Health Services in Q3 2023 and held it in 2 quarters.
  • Equitable Holdings's Universal Health Services position peaked at $268K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.