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Kapitalo Investimentos’s Universal Health Services UHS Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-944
Closed -$216K – 353
2024
Q3 		$216K Buy
+944
New +$203K 0.05% 145
2024
Q1 		– Sell
-359
Closed -$54.7K – 548
2023
Q4 		$54.7K Buy
+359
New +$48.3K 0.01% 456
2023
Q2 		– Sell
-2,476
Closed -$315K – 703
2023
Q1 		$315K Buy
+2,476
New +$342K 0.1% 79

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kapitalo Investimentos's UHS Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 944 shares — an estimated $216K sold.

Kapitalo Investimentos first reported a position in UHS in Q1 2023 and held it in 3 quarters. The position peaked at $315K in Q1 2023. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 944 Universal Health Services shares in Q4 2024, an estimated $216K.
  • Kapitalo Investimentos first reported a position in Universal Health Services in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Universal Health Services position peaked at $315K in Q1 2023.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.