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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
-2
Closed -$410 – 2045
2023
Q4 		$410 Buy
2
+1
+100% +$135 ﹤0.01% 1179
2023
Q3 		$201 Sell
1
-157
-99% -$21.4K ﹤0.01% 950
2023
Q2 		$847 Buy
158
+31
+24% +$4.32K ﹤0.01% 854
2023
Q1 		$2.27K Sell
127
-14
-10% -$1.93K 0.07% 282
2022
Q4 		$906 Sell
141
-123
-47% -$14.5K ﹤0.01% 687
2022
Q3 		$121 Sell
264
-1,857
-88% -$192K ﹤0.01% 620
2022
Q2 		$2.06K Sell
2,121
-924
-30% -$116K 0.06% 283
2022
Q1 		$2.77K Buy
3,045
+2,655
+681% +$367K 0.08% 230
2021
Q4 		$178 Buy
390
+310
+388% +$39.8K ﹤0.01% 636
2021
Q3 		$138K Hold
80
– – 0.07% 270
2021
Q2 		$146K Buy
80
+14
+21% +$2.12K 0.05% 249
2021
Q1 		$8.77K Buy
66
+65
+6,500% +$8.62K 0.18% 106
2020
Q4 		$0 Buy
+1
New +$124 ﹤0.01% 663
2020
Q2 		– Sell
-2
Closed -$162 – 852
2020
Q1 		$162 Sell
2
-133
-99% -$16.8K ﹤0.01% 794
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
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

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 2 shares — an estimated $410 sold.

Financial Gravity Asset Management first reported a position in UHS in Q1 2018 and held it in 21 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 2 Universal Health Services shares in Q1 2024, an estimated $410.
  • Financial Gravity Asset Management first reported a position in Universal Health Services in Q1 2018 and held it in 21 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.