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HHM Wealth Advisors’s Universal Health Services UHS Stock Holding History

HHM 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
2023
Q4 		– Sell
-50
Closed -$6.29K – 819
2023
Q3 		$6.29K Hold
50
– – ﹤0.01% 598
2023
Q2 		$7.89K Hold
50
– – ﹤0.01% 578
2023
Q1 		$6.36K Buy
+50
New +$6.9K ﹤0.01% 602

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

HHM Wealth Advisors's UHS Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2023, closing a stake of 50 shares — an estimated $6.29K sold.

HHM Wealth Advisors first reported a position in UHS in Q1 2023 and held it in 3 quarters. The position peaked at $7.89K in Q2 2023. 461 funds tracked by Wall St. Rank hold UHS as of Q4 2023.

  • HHM Wealth Advisors reported no remaining Universal Health Services position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 50 Universal Health Services shares in Q4 2023, an estimated $6.29K.
  • HHM Wealth Advisors first reported a position in Universal Health Services in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's Universal Health Services position peaked at $7.89K in Q2 2023.
  • 461 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.