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Insight Wealth Strategies’s Universal Health Services UHS Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-13,350
Closed -$1.88M – 142
2022
Q4 		$1.88M Buy
13,350
+832
+7% +$98.2K 0.36% 42
2022
Q3 		$1.26M Hold
12,518
– – 0.23% 80
2022
Q2 		$1.26M Buy
+12,518
New +$1.57M 0.23% 80

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Insight Wealth Strategies's UHS Position: Q1 2023 in Review

Insight Wealth Strategies sold out of Universal Health Services (UHS) in Q1 2023, closing a stake of 13,350 shares — an estimated $1.88M sold.

Insight Wealth Strategies first reported a position in UHS in Q2 2022 and held it in 3 quarters. The position peaked at $1.88M in Q4 2022. 419 funds tracked by Wall St. Rank hold UHS as of Q1 2023.

  • Insight Wealth Strategies reported no remaining Universal Health Services position as of Q1 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,350 Universal Health Services shares in Q1 2023, an estimated $1.88M.
  • Insight Wealth Strategies first reported a position in Universal Health Services in Q2 2022 and held it in 3 quarters.
  • Insight Wealth Strategies's Universal Health Services position peaked at $1.88M in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2023.

Based on Insight Wealth Strategies's 13F filing for Q1 2023, filed 6 Apr 2023.