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UHS icon

Ergoteles’s Universal Health Services UHS Stock Holding History

Ergoteles’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
Q3 		– Sell
-11,223
Closed -$1.77M – 803
2023
Q2 		$1.77M Buy
+11,223
New +$1.57M 0.08% 307
2022
Q4 		– Sell
-2,608
Closed -$230K – 1907
2022
Q3 		$230K Sell
2,608
-72,289
-97% -$7.47M 0.01% 1107
2022
Q2 		$7.54M Buy
+74,897
New +$9.38M 0.23% 118
2022
Q1 		– Sell
-16,874
Closed -$2.19M – 1641
2021
Q4 		$2.19M Buy
16,874
+2,171
+15% +$279K 0.09% 239
2021
Q3 		$2.03M Buy
+14,703
New +$2.23M 0.07% 259
2021
Q1 		– Sell
-1,825
Closed -$251K – 1070
2020
Q4 		$251K Sell
1,825
-175
-9% -$21.8K 0.01% 557
2020
Q3 		$214K Buy
+2,000
New +$214K 0.03% 456

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ergoteles's UHS Position: Q3 2023 in Review

Ergoteles sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 11,223 shares — an estimated $1.77M sold.

Ergoteles first reported a position in UHS in Q3 2020 and held it in 7 quarters. The position peaked at $7.54M in Q2 2022. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • Ergoteles reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 11,223 Universal Health Services shares in Q3 2023, an estimated $1.77M.
  • Ergoteles first reported a position in Universal Health Services in Q3 2020 and held it in 7 quarters.
  • Ergoteles's Universal Health Services position peaked at $7.54M in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.