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

Gitterman 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
Q4 		– Sell
-1,743
Closed -$219K – 109
2023
Q3 		$219K Buy
+1,743
New +$238K 0.1% 62

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Gitterman Wealth Management's UHS Position: Q4 2023 in Review

Gitterman Wealth Management sold out of Universal Health Services (UHS) in Q4 2023, closing a stake of 1,743 shares — an estimated $219K sold.

Gitterman Wealth Management first reported a position in UHS in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 461 funds tracked by Wall St. Rank hold UHS as of Q4 2023.

  • Gitterman Wealth Management reported no remaining Universal Health Services position as of Q4 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,743 Universal Health Services shares in Q4 2023, an estimated $219K.
  • Gitterman Wealth Management first reported a position in Universal Health Services in Q3 2023 and held it in 1 quarter.
  • Gitterman Wealth Management's Universal Health Services position peaked at $219K in Q3 2023.
  • 461 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2023.

Based on Gitterman Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.