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My Personal CFO LLC’s Universal Health Services UHS Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-9
Closed -$1.27K – 777
2022
Q4 		$1.27K Buy
+9
New +$1.06K ﹤0.01% 601

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

My Personal CFO LLC's UHS Position: Q1 2023 in Review

My Personal CFO LLC sold out of Universal Health Services (UHS) in Q1 2023, closing a stake of 9 shares — an estimated $1.27K sold.

My Personal CFO LLC first reported a position in UHS in Q4 2022 and held it in 1 quarter. The position peaked at $1.27K in Q4 2022. 419 funds tracked by Wall St. Rank hold UHS as of Q1 2023.

  • My Personal CFO LLC reported no remaining Universal Health Services position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 9 Universal Health Services shares in Q1 2023, an estimated $1.27K.
  • My Personal CFO LLC first reported a position in Universal Health Services in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Universal Health Services position peaked at $1.27K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.