Glassman Wealth Services’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36
| Closed | -$5.49K | – | 1719 |
|
|
2023
Q4 | $5.49K | Sell |
36
-20
| -36% | -$2.69K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $7.04K | Hold |
56
| – | – | ﹤0.01% | 961 |
|
|
2023
Q2 | $8.84K | Sell |
56
-42
| -43% | -$5.86K | ﹤0.01% | 844 |
|
|
2023
Q1 | $12.5K | Buy |
98
+3
| +3% | +$414 | ﹤0.01% | 760 |
|
|
2022
Q4 | $13.4K | Sell |
95
-2
| -2% | -$236 | ﹤0.01% | 758 |
|
|
2022
Q3 | $9K | Sell |
97
-8
| -8% | -$827 | ﹤0.01% | 842 |
|
|
2022
Q2 | $11K | Buy |
105
+17
| +19% | +$2.13K | ﹤0.01% | 793 |
|
|
2022
Q1 | $13K | Buy |
88
+22
| +33% | +$3.04K | ﹤0.01% | 768 |
|
|
2021
Q4 | $9K | Buy |
66
+39
| +144% | +$5.01K | ﹤0.01% | 841 |
|
|
2021
Q3 | $4K | Buy |
27
+7
| +35% | +$1.06K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $3K | Buy |
20
+8
| +67% | +$1.21K | ﹤0.01% | 1085 |
|
|
2021
Q1 | $2K | Buy |
12
+3
| +33% | +$398 | ﹤0.01% | 1146 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q2 | $1K | Sell |
9
-3
| -25% | -$300 | ﹤0.01% | 1125 |
|
|
2020
Q1 | $1K | Sell |
12
-16
| -57% | -$2.03K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $4K | Sell |
28
-3
| -10% | -$428 | ﹤0.01% | 638 |
|
|
2019
Q3 | $5K | Buy |
31
+3
| +11% | +$431 | ﹤0.01% | 547 |
|
|
2019
Q2 | $4K | Sell |
28
-1
| -3% | -$126 | ﹤0.01% | 609 |
|
|
2019
Q1 | $4K | Buy |
29
+3
| +12% | +$395 | ﹤0.01% | 594 |
|
|
2018
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $3K | Sell |
26
-3
| -10% | -$368 | ﹤0.01% | 558 |
|
|
2018
Q2 | $3K | Buy |
29
+7
| +32% | +$820 | ﹤0.01% | 522 |
|
|
2018
Q1 | $3K | Buy |
22
+3
| +16% | +$356 | ﹤0.01% | 504 |
|
|
2017
Q4 | $2K | Sell |
19
-10
| -34% | -$1.07K | ﹤0.01% | 517 |
|
|
2017
Q3 | $3K | Buy |
29
+25
| +625% | +$2.81K | ﹤0.01% | 400 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | +$476 | ﹤0.01% | 662 |
|
|
2017
Q1 | – | Sell |
-38
| Closed | -$4K | – | 693 |
|
|
2016
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 454 |
|
|
2016
Q3 | $5K | Buy |
+38
| New | +$4.81K | ﹤0.01% | 365 |
|
|
2015
Q4 | – | Sell |
-740
| Closed | -$92K | – | 440 |
|
|
2015
Q3 | $92K | Buy |
+740
| New | +$103K | 0.08% | 107 |
|
Other funds holding UHS
GCM
Glassman Wealth Services's UHS Position: Q1 2024 in Review
Glassman Wealth Services sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 36 shares — an estimated $5.49K sold.
Glassman Wealth Services first reported a position in UHS in Q3 2015 and held it in 30 quarters. The position peaked at $92K in Q3 2015. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.
- Glassman Wealth Services reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 36 Universal Health Services shares in Q1 2024, an estimated $5.49K.
- Glassman Wealth Services first reported a position in Universal Health Services in Q3 2015 and held it in 30 quarters.
- Glassman Wealth Services's Universal Health Services position peaked at $92K in Q3 2015.
- 498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.