Financial Gravity Asset Management’s Universal Health Services UHS Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-1	Closed	-$209	–	1319
2023 Q4	$209	Buy	+1	New	+$135	﹤0.01%	1037
2021 Q3	$138K	Hold	80	–	–	0.07%	270
2021 Q2	$146K	Buy	+80	New	+$12.1K	0.05%	249
2020 Q4	$0	Buy	+1	New	+$124	﹤0.01%	663
2019 Q4	$143K	Buy	135 +3	+2%	+$428	0.1%	200
2019 Q3	$20K	Buy	132 +126	+2,100%	+$18.1K	0.02%	454
2019 Q2	$1K	Sell	6 -355	-98%	-$44.7K	﹤0.01%	1135
2019 Q1	$49K	Buy	+361	New	+$47.5K	0.04%	322
2018 Q3	$14K	Sell	121 -273	-69%	-$33.5K	0.01%	527
2018 Q2	$49K	Buy	394 +127	+48%	+$14.9K	0.05%	333
2018 Q1	$31K	Buy	+267	New	+$31.7K	0.03%	458

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Financial Gravity Asset Management's UHS Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 1 share — an estimated $209 sold.

Financial Gravity Asset Management first reported a position in UHS in Q1 2018 and held it in 11 quarters. The position peaked at $146K in Q2 2021. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.

Financial Gravity Asset Management reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Universal Health Services share in Q1 2024, an estimated $209.
Financial Gravity Asset Management first reported a position in Universal Health Services in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Universal Health Services position peaked at $146K in Q2 2021.
498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.