Loring Wolcott & Coolidge Fiduciary Advisors’s Universal Health Services UHS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025 Q1	–	Sell	-19,953	Closed	-$3.82M	–	584
2024 Q4	$3.82M	Hold	19,953	–	–	0.03%	109
2024 Q3	$4.48M	Hold	19,953	–	–	0.04%	101
2024 Q2	$3.67M	Hold	19,953	–	–	0.03%	95
2024 Q1	$3.22M	Hold	19,953	–	–	0.03%	93
2023 Q4	$3.17M	Hold	19,953	–	–	0.03%	95
2023 Q3	$2.52M	Hold	19,953	–	–	0.03%	101
2023 Q2	$3.15M	Buy	+19,953	New	+$2.78M	0.03%	96
2019 Q3	–	Sell	-69	Closed	-$9K	–	735
2019 Q2	$9K	Buy	69 +42	+156%	+$5.29K	﹤0.01%	571
2019 Q1	$4K	Buy	+27	New	+$3.56K	﹤0.01%	612
2018 Q1	–	Sell	-11	Closed	-$1K	–	793
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	716
2017 Q3	$1K	Buy	+11	New	+$1.24K	﹤0.01%	748

Other funds holding UHS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's UHS Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 19,953 shares — an estimated $3.82M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UHS in Q3 2017 and held it in 11 quarters. The position peaked at $4.48M in Q3 2024. 618 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 19,953 Universal Health Services shares in Q1 2025, an estimated $3.82M.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Universal Health Services in Q3 2017 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Universal Health Services position peaked at $4.48M in Q3 2024.
618 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.