Patriot Financial Group Insurance Agency’s Universal Health Services UHS Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q4	–	Sell	-5	Closed	-$1K	–	2001
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	1617
2020 Q2	$0	Hold	5	–	–	﹤0.01%	1843
2020 Q1	$0	Hold	5	–	–	﹤0.01%	1745
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1264
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1244
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	1347
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	1181
2018 Q4	$1K	Buy	+5	New	+$628	﹤0.01%	949

Other funds holding UHS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UHS Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Universal Health Services (UHS) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in UHS in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q3 2020. 457 funds tracked by Wall St. Rank hold UHS as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining Universal Health Services position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5 Universal Health Services shares in Q4 2020, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Universal Health Services in Q4 2018 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Universal Health Services position peaked at $1K in Q3 2020.
457 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.