HSA
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HBK Sorce Advisory’s Universal Health Services UHS Stock Holding History

HBK Sorce 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
2021
Q2 		– Sell
-2,069
Closed -$276K – 602
2021
Q1 		$276K Hold
2,069
– – 0.02% 419
2020
Q4 		$285K Sell
2,069
-20
-1% -$2.49K 0.02% 393
2020
Q3 		$224K Buy
+2,089
New +$223K 0.02% 399

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HBK Sorce Advisory's UHS Position: Q2 2021 in Review

HBK Sorce Advisory sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 2,069 shares — an estimated $276K sold.

HBK Sorce Advisory first reported a position in UHS in Q3 2020 and held it in 3 quarters. The position peaked at $285K in Q4 2020. 473 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

  • HBK Sorce Advisory reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
  • HBK Sorce Advisory sold 2,069 Universal Health Services shares in Q2 2021, an estimated $276K.
  • HBK Sorce Advisory first reported a position in Universal Health Services in Q3 2020 and held it in 3 quarters.
  • HBK Sorce Advisory's Universal Health Services position peaked at $285K in Q4 2020.
  • 473 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on HBK Sorce Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.