Howe & Rusling’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1193 |
|
|
2022
Q2 | $1K | Sell |
8
-19
| -70% | -$2.38K | ﹤0.01% | 1007 |
|
|
2022
Q1 | $4K | Sell |
27
-4
| -13% | -$553 | ﹤0.01% | 742 |
|
|
2021
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 763 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 735 |
|
|
2021
Q2 | $5K | Buy |
31
+3
| +11% | +$454 | ﹤0.01% | 646 |
|
|
2021
Q1 | $4K | Buy |
28
+3
| +12% | +$398 | ﹤0.01% | 701 |
|
|
2020
Q4 | $3K | Buy |
25
+3
| +14% | +$373 | ﹤0.01% | 757 |
|
|
2020
Q3 | $2K | Buy |
22
+3
| +16% | +$321 | ﹤0.01% | 741 |
|
|
2020
Q2 | $2K | Buy |
19
+1
| +6% | +$100 | ﹤0.01% | 701 |
|
|
2020
Q1 | $2K | Buy |
18
+1
| +6% | +$127 | ﹤0.01% | 655 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 702 |
|
|
2019
Q3 | $3K | Buy |
17
+2
| +13% | +$287 | ﹤0.01% | 645 |
|
|
2019
Q2 | $2K | Sell |
15
-1
| -6% | -$126 | ﹤0.01% | 690 |
|
|
2019
Q1 | $2K | Sell |
16
-1
| -6% | -$132 | ﹤0.01% | 690 |
|
|
2018
Q4 | $2K | Buy |
17
+1
| +6% | +$126 | ﹤0.01% | 689 |
|
|
2018
Q3 | $2K | Buy |
16
+4
| +33% | +$491 | ﹤0.01% | 739 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 777 |
|
|
2018
Q1 | $1K | Sell |
12
-14
| -54% | -$1.66K | ﹤0.01% | 886 |
|
|
2017
Q4 | $3K | Buy |
26
+2
| +8% | +$214 | ﹤0.01% | 659 |
|
|
2017
Q3 | $3K | Buy |
24
+3
| +14% | +$338 | ﹤0.01% | 693 |
|
|
2017
Q2 | $3K | Buy |
21
+3
| +17% | +$357 | ﹤0.01% | 746 |
|
|
2017
Q1 | $2K | Buy |
18
+2
| +13% | +$236 | ﹤0.01% | 873 |
|
|
2016
Q4 | $2K | Sell |
16
-53
| -77% | -$6.28K | ﹤0.01% | 897 |
|
|
2016
Q3 | $9K | Buy |
69
+9
| +15% | +$1.14K | ﹤0.01% | 543 |
|
|
2016
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 536 |
|
|
2016
Q1 | $7K | Sell |
60
-47
| -44% | -$5.29K | ﹤0.01% | 609 |
|
|
2015
Q4 | $13K | Sell |
107
-31
| -22% | -$3.79K | ﹤0.01% | 454 |
|
|
2015
Q3 | $17K | Buy |
138
+21
| +18% | +$2.92K | ﹤0.01% | 411 |
|
|
2015
Q2 | $17K | Buy |
117
+38
| +48% | +$4.76K | ﹤0.01% | 438 |
|
|
2015
Q1 | $9K | Hold |
79
| – | – | ﹤0.01% | 511 |
|
|
2014
Q4 | $9K | Buy |
79
+30
| +61% | +$3.15K | ﹤0.01% | 524 |
|
|
2014
Q3 | $5K | Buy |
+49
| New | +$5.21K | ﹤0.01% | 618 |
|
|
2014
Q1 | – | Sell |
-15
| Closed | -$1K | – | 928 |
|
|
2013
Q4 | $1K | Buy |
+15
| New | +$1.2K | ﹤0.01% | 762 |
|
Other funds holding UHS
CCM
NI
Howe & Rusling's UHS Position: Q3 2022 in Review
Howe & Rusling sold out of Universal Health Services (UHS) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.
Howe & Rusling first reported a position in UHS in Q4 2013 and held it in 33 quarters. The position peaked at $17K in Q3 2015. 426 funds tracked by Wall St. Rank hold UHS as of Q3 2022.
- Howe & Rusling reported no remaining Universal Health Services position as of Q3 2022 after selling out during the quarter.
- Howe & Rusling sold 8 Universal Health Services shares in Q3 2022, an estimated $1K.
- Howe & Rusling first reported a position in Universal Health Services in Q4 2013 and held it in 33 quarters.
- Howe & Rusling's Universal Health Services position peaked at $17K in Q3 2015.
- 426 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2022.
Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.