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Pacific Capital Wealth Advisors’s Universal Health Services UHS Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-5
Closed -$1.15K – 481
2024
Q3 		$1.15K Buy
+5
New +$1.08K ﹤0.01% 418
2024
Q2 		– Sell
-9
Closed -$1.64K – 666
2024
Q1 		$1.64K Buy
+9
New +$1.49K ﹤0.01% 456

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pacific Capital Wealth Advisors's UHS Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 5 shares — an estimated $1.15K sold.

Pacific Capital Wealth Advisors first reported a position in UHS in Q1 2024 and held it in 2 quarters. The position peaked at $1.64K in Q1 2024. 603 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5 Universal Health Services shares in Q4 2024, an estimated $1.15K.
  • Pacific Capital Wealth Advisors first reported a position in Universal Health Services in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Universal Health Services position peaked at $1.64K in Q1 2024.
  • 603 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.