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LifeSteps Financial’s Universal Health Services UHS Stock Holding History

LifeSteps 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
Q2 		– Sell
-400
Closed -$73K – 384
2024
Q1 		$73K Buy
+400
New +$66.1K 0.06% 125

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifeSteps Financial's UHS Position: Q2 2024 in Review

LifeSteps Financial sold out of Universal Health Services (UHS) in Q2 2024, closing a stake of 400 shares — an estimated $73K sold.

LifeSteps Financial first reported a position in UHS in Q1 2024 and held it in 1 quarter. The position peaked at $73K in Q1 2024. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • LifeSteps Financial reported no remaining Universal Health Services position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 400 Universal Health Services shares in Q2 2024, an estimated $73K.
  • LifeSteps Financial first reported a position in Universal Health Services in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's Universal Health Services position peaked at $73K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.