GoalVest Advisory’s Universal Health Services UHS Stock Holding History

GoalVest 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
2022 Q2	–	Sell	-1	Closed	–	–	529
2022 Q1	$0	Buy	+1	New	+$138	﹤0.01%	501

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

GoalVest Advisory's UHS Position: Q2 2022 in Review

GoalVest Advisory sold out of Universal Health Services (UHS) in Q2 2022, closing a stake of 1 share.

GoalVest Advisory first reported a position in UHS in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 432 funds tracked by Wall St. Rank hold UHS as of Q2 2022.

GoalVest Advisory reported no remaining Universal Health Services position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 1 Universal Health Services share in Q2 2022.
GoalVest Advisory first reported a position in Universal Health Services in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Universal Health Services position peaked at $0 in Q1 2022.
432 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.