Lenox Wealth Advisors’s Universal Health Services UHS Stock Holding History

Lenox Wealth 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 Q1	$7K	Hold	50	–	–	﹤0.01%	533
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	583
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	522
2021 Q2	$7K	Hold	50	–	–	﹤0.01%	519
2021 Q1	$7K	Hold	50	–	–	﹤0.01%	465
2020 Q4	$7K	Hold	50	–	–	﹤0.01%	477
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	445
2020 Q2	$5K	Hold	50	–	–	﹤0.01%	443
2020 Q1	$5K	Hold	50	–	–	﹤0.01%	432
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	451
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	388
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	301
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	315
2018 Q4	$6K	Hold	50	–	–	﹤0.01%	288
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	299
2018 Q2	$6K	Hold	50	–	–	﹤0.01%	437
2018 Q1	$6K	Buy	+50	New	+$5.94K	﹤0.01%	410
2016 Q1	–	Sell	-28	Closed	-$3K	–	408
2015 Q4	$3K	Buy	+28	New	+$3.42K	﹤0.01%	295

Other funds holding UHS

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's UHS Position: Q1 2022 in Review

Lenox Wealth Advisors held its Universal Health Services (UHS) position steady in Q1 2022 at 50 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Lenox Wealth Advisors first reported a position in UHS in Q4 2015 and has held it in 18 quarters since. 458 funds tracked by Wall St. Rank hold UHS as of Q1 2022.

Lenox Wealth Advisors held 50 shares of Universal Health Services worth $7K as of Q1 2022.
Lenox Wealth Advisors left its Universal Health Services share count unchanged in Q1 2022.
Universal Health Services made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #533 holding.
Lenox Wealth Advisors first reported a position in Universal Health Services in Q4 2015 and has held it in 18 quarters since.
458 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.