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Global Assets Advisory’s Universal Health Services UHS Stock Holding History

Global Assets Advisory’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
Q2 		– Sell
-17,171
Closed -$98K – 479
2024
Q1 		$98K Buy
+17,171
New +$2.84M ﹤0.01% 511
2023
Q1 		– Sell
-2,462
Closed -$347K – 158
2022
Q4 		$347K Buy
2,462
+132
+6% +$15.6K 0.37% 77
2022
Q3 		$270K Buy
+2,330
New +$241K 0.27% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Assets Advisory's UHS Position: Q2 2024 in Review

Global Assets Advisory sold out of Universal Health Services (UHS) in Q2 2024, closing a stake of 17,171 shares — an estimated $98K sold.

Global Assets Advisory first reported a position in UHS in Q3 2022 and held it in 3 quarters. The position peaked at $347K in Q4 2022. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • Global Assets Advisory reported no remaining Universal Health Services position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 17,171 Universal Health Services shares in Q2 2024, an estimated $98K.
  • Global Assets Advisory first reported a position in Universal Health Services in Q3 2022 and held it in 3 quarters.
  • Global Assets Advisory's Universal Health Services position peaked at $347K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.