Evoke Wealth’s Universal Health Services UHS Stock Holding History

Evoke Wealth’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	-4	Closed	–	–	1092
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1272
2022 Q2	$0	Sell	4 -5	-56%	-$626	﹤0.01%	1252
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	1132
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	1152
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	1112
2021 Q2	$1K	Sell	9 -3	-25%	-$454	﹤0.01%	1151
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	1059
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	915
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	986
2020 Q2	$1K	Sell	12 -9	-43%	-$900	﹤0.01%	1041
2020 Q1	$2.08K	Sell	21 -4	-16%	-$506	﹤0.01%	793
2019 Q4	$3.59K	Hold	25	–	–	﹤0.01%	977
2019 Q3	$3.72K	Buy	+25	New	+$3.59K	﹤0.01%	1079

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

Evoke Wealth's UHS Position: Q4 2022 in Review

Evoke Wealth sold out of Universal Health Services (UHS) in Q4 2022, closing a stake of 4 shares.

Evoke Wealth first reported a position in UHS in Q3 2019 and held it in 13 quarters. The position peaked at $3.72K in Q3 2019. 435 funds tracked by Wall St. Rank hold UHS as of Q4 2022.

Evoke Wealth reported no remaining Universal Health Services position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 4 Universal Health Services shares in Q4 2022.
Evoke Wealth first reported a position in Universal Health Services in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Universal Health Services position peaked at $3.72K in Q3 2019.
435 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.