Next Financial Group’s Universal Health Services UHS Stock Holding History

Next Financial 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
2021 Q4	$13K	Sell	100 -13	-12%	-$1.67K	﹤0.01%	2086
2021 Q3	$16K	Sell	113 -40	-26%	-$6.05K	﹤0.01%	1886
2021 Q2	$22K	Buy	153 +53	+53%	+$8.01K	﹤0.01%	1713
2021 Q1	$13K	Buy	+100	New	+$13.3K	﹤0.01%	1810
2020 Q1	–	Sell	-195	Closed	-$28K	–	2411
2019 Q4	$28K	Buy	195 +111	+132%	+$15.8K	﹤0.01%	1405
2019 Q3	$12K	Buy	+84	New	+$12.1K	﹤0.01%	1656
2017 Q4	–	Sell	-103	Closed	-$11K	–	1342
2017 Q3	$11K	Buy	+103	New	+$11.6K	﹤0.01%	1186
2014 Q4	–	Sell	-22	Closed	-$2K	–	2352
2014 Q3	$2K	Buy	+22	New	+$2.34K	﹤0.01%	2341

Other funds holding UHS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's UHS Position: Q4 2021 in Review

Next Financial Group reduced its Universal Health Services (UHS) stake by 12% in Q4 2021, selling an estimated $1.67K and leaving 100 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Next Financial Group first reported a position in UHS in Q3 2014 and has held it in 8 quarters since. The position peaked at $28K in Q4 2019. 454 funds tracked by Wall St. Rank hold UHS as of Q4 2021.

Next Financial Group held 100 shares of Universal Health Services worth $13K as of Q4 2021.
Next Financial Group sold 13 Universal Health Services shares in Q4 2021, an estimated $1.67K.
Universal Health Services made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2086 holding.
Next Financial Group first reported a position in Universal Health Services in Q3 2014 and has held it in 8 quarters since.
Next Financial Group's Universal Health Services position peaked at $28K in Q4 2019.
454 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.