Pathstone Family Office’s Universal Health Services UHS Stock Holding History

Pathstone Family Office’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 Q3	$295K	Buy	+2,349	New	+$321K	﹤0.01%	1316
2023 Q1	–	Sell	-1,747	Closed	-$251K	–	1507
2022 Q4	$251K	Buy	+1,747	New	+$206K	﹤0.01%	1301
2021 Q4	–	Sell	-2,996	Closed	-$415K	–	962
2021 Q3	$415K	Buy	+2,996	New	+$453K	0.01%	578
2021 Q1	–	Sell	-312	Closed	-$43K	–	1312
2020 Q4	$43K	Buy	312 +14	+5%	+$1.74K	﹤0.01%	547
2020 Q3	$32K	Hold	298	–	–	﹤0.01%	418
2020 Q2	$28K	Hold	298	–	–	﹤0.01%	384
2020 Q1	$30K	Hold	298	–	–	﹤0.01%	371
2019 Q4	$428K	Sell	298 -125	-30%	-$17.8K	﹤0.01%	319
2019 Q3	$63K	Hold	423	–	–	0.01%	242
2019 Q2	$55K	Buy	423 +125	+42%	+$15.7K	0.01%	314
2019 Q1	$40K	Buy	+298	New	+$39.2K	0.01%	335
2017 Q2	–	Sell	-3	Closed	–	–	631
2017 Q1	$0	Buy	+3	New	+$355	﹤0.01%	623

Other funds holding UHS

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Pathstone Family Office's UHS Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Universal Health Services (UHS) in Q3 2023: 2,349 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in UHS as recently as Q4 2022.

Pathstone Family Office first reported a position in UHS in Q1 2017 and has held it in 12 quarters since. The position peaked at $428K in Q4 2019. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

Pathstone Family Office held 2,349 shares of Universal Health Services worth $295K as of Q3 2023.
Universal Health Services was a new Pathstone Family Office position in Q3 2023.
Universal Health Services made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1316 holding.
Pathstone Family Office first reported a position in Universal Health Services in Q1 2017 and has held it in 12 quarters since.
Pathstone Family Office's Universal Health Services position peaked at $428K in Q4 2019.
439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.