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Janiczek Wealth Management’s Universal Health Services UHS Stock Holding History

Janiczek Wealth Management’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
Q2 		$111K Sell
601
-23
-4% -$4.07K 0.02% 259
2024
Q1 		$114K Buy
624
+64
+11% +$10.6K 0.02% 267
2023
Q4 		$85.4K Sell
560
-12
-2% -$1.61K 0.02% 292
2023
Q3 		$71.9K Buy
572
+8
+1% +$1.09K 0.02% 308
2023
Q2 		$89K Hold
564
– – 0.02% 234
2023
Q1 		$76.7K Buy
564
+12
+2% +$1.66K 0.02% 253
2022
Q4 		$80.7K Buy
552
+145
+36% +$17.1K 0.02% 247
2022
Q3 		$37K Sell
407
-53
-12% -$5.48K 0.01% 355
2022
Q2 		$52K Buy
460
+186
+68% +$23.3K 0.02% 299
2022
Q1 		$40K Buy
274
+11
+4% +$1.52K 0.01% 342
2021
Q4 		$34K Buy
263
+18
+7% +$2.31K 0.01% 379
2021
Q3 		$34K Buy
245
+36
+17% +$5.45K 0.01% 357
2021
Q2 		$31K Buy
209
+40
+24% +$6.05K 0.01% 347
2021
Q1 		$23K Buy
169
+28
+20% +$3.71K 0.01% 377
2020
Q4 		$19K Buy
141
+114
+422% +$14.2K 0.01% 363
2020
Q3 		$3K Buy
+27
New +$2.89K ﹤0.01% 478

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's UHS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Universal Health Services (UHS) stake by 3.7% in Q2 2024, selling an estimated $4.07K and leaving 601 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #259.

Janiczek Wealth Management first reported a position in UHS in Q3 2020 and has held it in 16 quarters since. The position peaked at $114K in Q1 2024. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • Janiczek Wealth Management held 601 shares of Universal Health Services worth $111K as of Q2 2024.
  • Janiczek Wealth Management sold 23 Universal Health Services shares in Q2 2024, an estimated $4.07K.
  • Universal Health Services made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #259 holding.
  • Janiczek Wealth Management first reported a position in Universal Health Services in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Universal Health Services position peaked at $114K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.