Fortis Advisors’s Universal Health Services UHS Stock Holding History

Fortis Advisors’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	-712	Closed	-$63K	–	276
2022 Q3	$63K	Hold	712	–	–	0.05%	151
2022 Q2	$72K	Hold	712	–	–	0.05%	151
2022 Q1	$103K	Buy	712 +200	+39%	+$27.7K	0.06%	158
2021 Q4	$66K	Hold	512	–	–	0.04%	157
2021 Q3	$71K	Hold	512	–	–	0.04%	162
2021 Q2	$75K	Hold	512	–	–	0.04%	167
2021 Q1	$68K	Hold	512	–	–	0.05%	135
2020 Q4	$70K	Hold	512	–	–	0.06%	99
2020 Q3	$55K	Sell	512 -31	-6%	-$3.32K	0.05%	98
2020 Q2	$50K	Buy	+543	New	+$54.3K	0.05%	117
2018 Q2	–	Sell	-190	Closed	-$22K	–	330
2018 Q1	$22K	Buy	+190	New	+$22.6K	0.01%	207

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

Fortis Advisors's UHS Position: Q4 2022 in Review

Fortis Advisors sold out of Universal Health Services (UHS) in Q4 2022, closing a stake of 712 shares — an estimated $63K sold.

Fortis Advisors first reported a position in UHS in Q1 2018 and held it in 11 quarters. The position peaked at $103K in Q1 2022. 435 funds tracked by Wall St. Rank hold UHS as of Q4 2022.

Fortis Advisors reported no remaining Universal Health Services position as of Q4 2022 after selling out during the quarter.
Fortis Advisors sold 712 Universal Health Services shares in Q4 2022, an estimated $63K.
Fortis Advisors first reported a position in Universal Health Services in Q1 2018 and held it in 11 quarters.
Fortis Advisors's Universal Health Services position peaked at $103K in Q1 2022.
435 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.