Kovack Advisors’s Universal Health Services UHS Stock Holding History

Kovack 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
2023 Q3	–	Sell	-1,711	Closed	-$270K	–	611
2023 Q2	$270K	Hold	1,711	–	–	0.03%	437
2023 Q1	$217K	Hold	1,711	–	–	0.03%	494
2022 Q4	$241K	Buy	+1,711	New	+$202K	0.04%	464
2022 Q2	–	Sell	-1,572	Closed	-$227K	–	740
2022 Q1	$227K	Buy	+1,572	New	+$217K	0.02%	621

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kovack Advisors's UHS Position: Q3 2023 in Review

Kovack Advisors sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 1,711 shares — an estimated $270K sold.

Kovack Advisors first reported a position in UHS in Q1 2022 and held it in 4 quarters. The position peaked at $270K in Q2 2023. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

Kovack Advisors reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
Kovack Advisors sold 1,711 Universal Health Services shares in Q3 2023, an estimated $270K.
Kovack Advisors first reported a position in Universal Health Services in Q1 2022 and held it in 4 quarters.
Kovack Advisors's Universal Health Services position peaked at $270K in Q2 2023.
439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Kovack Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.