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JNBA Financial Advisors’s Universal Health Services UHS Stock Holding History

JNBA Financial 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
2022
Q2 		– Sell
-11
Closed -$2K – 762
2022
Q1 		$2K Hold
11
– – ﹤0.01% 648
2021
Q4 		$1K Hold
11
– – ﹤0.01% 808
2021
Q3 		$2K Hold
11
– – ﹤0.01% 685
2021
Q2 		$2K Hold
11
– – ﹤0.01% 640
2021
Q1 		$1K Hold
11
– – ﹤0.01% 638
2020
Q4 		$2K Hold
11
– – ﹤0.01% 570
2020
Q3 		$1K Hold
11
– – ﹤0.01% 565
2020
Q2 		$1K Hold
11
– – ﹤0.01% 552
2020
Q1 		$1K Hold
11
– – ﹤0.01% 555
2019
Q4 		$2K Buy
+11
New +$1.57K ﹤0.01% 573
2016
Q4 		– Sell
-48
Closed -$6K – 1298
2016
Q3 		$6K Buy
+48
New +$6.08K ﹤0.01% 1189

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

JNBA Financial Advisors's UHS Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Universal Health Services (UHS) in Q2 2022, closing a stake of 11 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in UHS in Q3 2016 and held it in 11 quarters. The position peaked at $6K in Q3 2016. 432 funds tracked by Wall St. Rank hold UHS as of Q2 2022.

  • JNBA Financial Advisors reported no remaining Universal Health Services position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 11 Universal Health Services shares in Q2 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Universal Health Services in Q3 2016 and held it in 11 quarters.
  • JNBA Financial Advisors's Universal Health Services position peaked at $6K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.