KTA
UHS icon

Keeley-Teton Advisors’s Universal Health Services UHS Stock Holding History

Keeley-Teton 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
2025
Q1 		$1.9M Buy
10,115
+107
+1% +$19.5K 0.23% 145
2024
Q4 		$1.8M Sell
10,008
-586
-6% -$119K 0.21% 159
2024
Q3 		$2.43M Sell
10,594
-11
-0.1% -$2.37K 0.27% 121
2024
Q2 		$1.96M Buy
10,605
+4
+0% +$708 0.25% 127
2024
Q1 		$1.93M Sell
10,601
-292
-3% -$48.2K 0.24% 143
2023
Q4 		$1.66M Sell
10,893
-640
-6% -$86.1K 0.21% 155
2023
Q3 		$1.45M Hold
11,533
– – 0.2% 159
2023
Q2 		$1.82M Sell
11,533
-264
-2% -$36.8K 0.23% 142
2023
Q1 		$1.5M Sell
11,797
-274
-2% -$37.8K 0.19% 164
2022
Q4 		$1.7M Sell
12,071
-464
-4% -$54.8K 0.21% 147
2022
Q3 		$1.1M Sell
12,535
-78
-0.6% -$8.06K 0.15% 174
2022
Q2 		$1.27M Sell
12,613
-206
-2% -$25.8K 0.16% 182
2022
Q1 		$1.86M Sell
12,819
-314
-2% -$43.4K 0.19% 169
2021
Q4 		$1.7M Sell
13,133
-568
-4% -$73K 0.18% 187
2021
Q3 		$1.9M Sell
13,701
-254
-2% -$38.4K 0.21% 161
2021
Q2 		$2.04M Sell
13,955
-160
-1% -$24.2K 0.22% 149
2021
Q1 		$1.88M Sell
14,115
-1,359
-9% -$180K 0.2% 143
2020
Q4 		$2.13M Buy
15,474
+1,605
+12% +$200K 0.28% 111
2020
Q3 		$1.48M Sell
13,869
-1,081
-7% -$116K 0.24% 135
2020
Q2 		$1.39M Sell
14,950
-1,458
-9% -$146K 0.22% 143
2020
Q1 		$1.63M Sell
16,408
-2,204
-12% -$279K 0.29% 119
2019
Q4 		$2.67M Sell
18,612
-1
-0% -$143 0.28% 123
2019
Q3 		$2.77M Sell
18,613
-6
-0% -$862 0.29% 115
2019
Q2 		$2.43M Buy
18,619
+4,758
+34% +$599K 0.24% 130
2019
Q1 		$1.85M Buy
13,861
+1,428
+11% +$188K 0.17% 146
2018
Q4 		$1.45M Buy
12,433
+5,124
+70% +$644K 0.14% 159
2018
Q3 		$934K Buy
+7,309
New +$897K 0.07% 199

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keeley-Teton Advisors's UHS Position: Q1 2025 in Review

Keeley-Teton Advisors increased its Universal Health Services (UHS) stake by 1.1% in Q1 2025, buying an estimated $19.5K and bringing the position to 10,115 shares worth $1.9M. The position accounts for 0.23% of the portfolio, ranked #145.

Keeley-Teton Advisors first reported a position in UHS in Q3 2018 and has held it in 27 quarters since. The position peaked at $2.77M in Q3 2019. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

  • Keeley-Teton Advisors held 10,115 shares of Universal Health Services worth $1.9M as of Q1 2025.
  • Keeley-Teton Advisors bought 107 Universal Health Services shares in Q1 2025, an estimated $19.5K.
  • Universal Health Services made up 0.23% of Keeley-Teton Advisors's portfolio in Q1 2025, its #145 holding.
  • Keeley-Teton Advisors first reported a position in Universal Health Services in Q3 2018 and has held it in 27 quarters since.
  • Keeley-Teton Advisors's Universal Health Services position peaked at $2.77M in Q3 2019.
  • 617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.