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High Net Worth Advisory Group’s Universal Health Services UHS Stock Holding History

High Net Worth Advisory Group’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
Q4 		– Sell
-2,462
Closed -$217K – 692
2022
Q3 		$217K Hold
2,462
– – 0.09% 173
2022
Q2 		$248K Buy
+2,462
New +$308K 0.1% 160

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Net Worth Advisory Group's UHS Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Universal Health Services (UHS) in Q4 2022, closing a stake of 2,462 shares — an estimated $217K sold.

High Net Worth Advisory Group first reported a position in UHS in Q2 2022 and held it in 2 quarters. The position peaked at $248K in Q2 2022. 435 funds tracked by Wall St. Rank hold UHS as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Universal Health Services position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,462 Universal Health Services shares in Q4 2022, an estimated $217K.
  • High Net Worth Advisory Group first reported a position in Universal Health Services in Q2 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Universal Health Services position peaked at $248K in Q2 2022.
  • 435 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.