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

FFT 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
Q3 		– Sell
-1,648
Closed -$260K – 132
2023
Q2 		$260K Sell
1,648
-303
-16% -$42.3K 0.03% 90
2023
Q1 		$248K Buy
1,951
+103
+6% +$14.2K 0.03% 86
2022
Q4 		$260K Buy
+1,848
New +$218K 0.03% 76

Other funds holding UHS

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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

FFT Wealth Management's UHS Position: Q3 2023 in Review

FFT Wealth Management sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 1,648 shares — an estimated $260K sold.

FFT Wealth Management first reported a position in UHS in Q4 2022 and held it in 3 quarters. The position peaked at $260K in Q4 2022. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • FFT Wealth Management reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
  • FFT Wealth Management sold 1,648 Universal Health Services shares in Q3 2023, an estimated $260K.
  • FFT Wealth Management first reported a position in Universal Health Services in Q4 2022 and held it in 3 quarters.
  • FFT Wealth Management's Universal Health Services position peaked at $260K in Q4 2022.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on FFT Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.