Liontrust Investment Partners’s Universal Health Services UHS Stock Holding History

Liontrust Investment Partners’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 Q4	–	Sell	-266	Closed	-$49.2K	–	255
2024 Q3	$49.2K	Hold	266	–	–	﹤0.01%	208
2024 Q2	$49.2K	Sell	266 -209	-44%	-$37K	﹤0.01%	208
2024 Q1	$86.7K	Sell	475 -1,357	-74%	-$224K	﹤0.01%	182
2023 Q4	$279K	Sell	1,832 -1,217	-40%	-$164K	﹤0.01%	176
2023 Q3	$383K	Sell	3,049 -32,419	-91%	-$4.43M	0.01%	177
2023 Q2	$5.6M	Sell	35,468 -122,463	-78%	-$17.1M	0.08%	128
2023 Q1	$20.1M	Buy	+157,931	New	+$21.8M	0.29%	61
2022 Q4	–	Sell	-76,516	Closed	-$6.75M	–	242
2022 Q3	$6.75M	Sell	76,516 -13,600	-15%	-$1.41M	0.11%	108
2022 Q2	$9.08M	Buy	+90,116	New	+$11.3M	0.13%	94

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liontrust Investment Partners's UHS Position: Q4 2024 in Review

Liontrust Investment Partners sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 266 shares — an estimated $49.2K sold.

Liontrust Investment Partners first reported a position in UHS in Q2 2022 and held it in 9 quarters. The position peaked at $20.1M in Q1 2023. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

Liontrust Investment Partners reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
Liontrust Investment Partners sold 266 Universal Health Services shares in Q4 2024, an estimated $49.2K.
Liontrust Investment Partners first reported a position in Universal Health Services in Q2 2022 and held it in 9 quarters.
Liontrust Investment Partners's Universal Health Services position peaked at $20.1M in Q1 2023.
601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.