Fuller & Thaler Asset Management
UHS icon

Fuller & Thaler Asset Management’s Universal Health Services UHS Stock Holding History

Fuller & Thaler 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
Q4 		– Sell
-24
Closed -$5.5K – 640
2024
Q3 		$5.5K Hold
24
– – ﹤0.01% 534
2024
Q2 		$4.44K Hold
24
– – ﹤0.01% 527
2024
Q1 		$4.38K Hold
24
– – ﹤0.01% 512
2023
Q4 		$3.66K Buy
24
+2
+9% +$269 ﹤0.01% 500
2023
Q3 		$2.77K Hold
22
– – ﹤0.01% 501
2023
Q2 		$3.47K Hold
22
– – ﹤0.01% 489
2023
Q1 		$2.8K Hold
22
– – ﹤0.01% 504
2022
Q4 		$3K Hold
22
– – ﹤0.01% 502
2022
Q3 		$2K Hold
22
– – ﹤0.01% 465
2022
Q2 		$2K Hold
22
– – ﹤0.01% 482
2022
Q1 		$3K Sell
22
-2,775
-99% -$384K ﹤0.01% 474
2021
Q4 		$363K Sell
2,797
-200
-7% -$25.7K ﹤0.01% 434
2021
Q3 		$415K Sell
2,997
-60
-2% -$9.08K ﹤0.01% 418
2021
Q2 		$448K Sell
3,057
-295
-9% -$44.6K ﹤0.01% 419
2021
Q1 		$447K Sell
3,352
-470
-12% -$62.3K ﹤0.01% 423
2020
Q4 		$526K Buy
3,822
+5
+0.1% +$622 ﹤0.01% 391
2020
Q3 		$408K Buy
3,817
+40
+1% +$4.28K 0.01% 403
2020
Q2 		$351K Buy
3,777
+67
+2% +$6.7K ﹤0.01% 364
2020
Q1 		$368K Buy
+3,710
New +$470K 0.01% 350
2016
Q3 		– Sell
-900
Closed -$121K – 843
2016
Q2 		$121K Hold
900
– – ﹤0.01% 405
2016
Q1 		$112K Sell
900
-200
-18% -$22.5K ﹤0.01% 413
2015
Q4 		$131K Hold
1,100
– – ﹤0.01% 440
2015
Q3 		$137K Buy
1,100
+500
+83% +$69.6K ﹤0.01% 438
2015
Q2 		$85K Buy
+600
New +$75.1K ﹤0.01% 517
2015
Q1 		– Sell
-1,600
Closed -$178K – 713
2014
Q4 		$178K Sell
1,600
-200
-11% -$21K 0.01% 407
2014
Q3 		$188K Buy
+1,800
New +$191K 0.01% 431
2013
Q3 		– Sell
-1,100
Closed -$74K – 724
2013
Q2 		$74K Buy
+1,100
New +$72.7K 0.01% 531

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fuller & Thaler Asset Management's UHS Position: Q4 2024 in Review

Fuller & Thaler Asset Management sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 24 shares — an estimated $5.5K sold.

Fuller & Thaler Asset Management first reported a position in UHS in Q2 2013 and held it in 27 quarters. The position peaked at $526K in Q4 2020. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Fuller & Thaler Asset Management reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 24 Universal Health Services shares in Q4 2024, an estimated $5.5K.
  • Fuller & Thaler Asset Management first reported a position in Universal Health Services in Q2 2013 and held it in 27 quarters.
  • Fuller & Thaler Asset Management's Universal Health Services position peaked at $526K in Q4 2020.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.