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Lee Financial’s Universal Health Services UHS Stock Holding History

Lee Financial’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
Q1 		– Sell
-29
Closed -$4.42K – 778
2023
Q4 		$4.42K Hold
29
– – ﹤0.01% 572
2023
Q3 		$3.65K Hold
29
– – ﹤0.01% 569
2023
Q2 		$4.58K Hold
29
– – ﹤0.01% 522
2023
Q1 		$3.69K Hold
29
– – ﹤0.01% 575
2022
Q4 		$4.09K Buy
+29
New +$3.42K ﹤0.01% 579
2022
Q3 		– Sell
-19
Closed -$2K – 1020
2022
Q2 		$2K Buy
+19
New +$2.38K ﹤0.01% 742
2021
Q3 		– Sell
-12
Closed -$2K – 741
2021
Q2 		$2K Buy
+12
New +$1.81K ﹤0.01% 626

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 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

Lee Financial's UHS Position: Q1 2024 in Review

Lee Financial sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 29 shares — an estimated $4.42K sold.

Lee Financial first reported a position in UHS in Q2 2021 and held it in 7 quarters. The position peaked at $4.58K in Q2 2023. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.

  • Lee Financial reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 29 Universal Health Services shares in Q1 2024, an estimated $4.42K.
  • Lee Financial first reported a position in Universal Health Services in Q2 2021 and held it in 7 quarters.
  • Lee Financial's Universal Health Services position peaked at $4.58K in Q2 2023.
  • 498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.