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National Wealth Management Group’s Universal Health Services UHS Stock Holding History

National Wealth Management Group’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
-3,258
Closed -$459K – 167
2022
Q4 		$459K Buy
+3,258
New +$385K 0.55% 53

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

National Wealth Management Group's UHS Position: Q1 2023 in Review

National Wealth Management Group sold out of Universal Health Services (UHS) in Q1 2023, closing a stake of 3,258 shares — an estimated $459K sold.

National Wealth Management Group first reported a position in UHS in Q4 2022 and held it in 1 quarter. The position peaked at $459K in Q4 2022. 419 funds tracked by Wall St. Rank hold UHS as of Q1 2023.

  • National Wealth Management Group reported no remaining Universal Health Services position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 3,258 Universal Health Services shares in Q1 2023, an estimated $459K.
  • National Wealth Management Group first reported a position in Universal Health Services in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's Universal Health Services position peaked at $459K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.