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Heritage Oak Wealth Advisors’s Universal Health Services UHS Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-1,661
Closed -$380K – 177
2024
Q3 		$380K Buy
+1,661
New +$358K 0.18% 83

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First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Oak Wealth Advisors's UHS Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 1,661 shares — an estimated $380K sold.

Heritage Oak Wealth Advisors first reported a position in UHS in Q3 2024 and held it in 1 quarter. The position peaked at $380K in Q3 2024. 603 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,661 Universal Health Services shares in Q4 2024, an estimated $380K.
  • Heritage Oak Wealth Advisors first reported a position in Universal Health Services in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Universal Health Services position peaked at $380K in Q3 2024.
  • 603 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.