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Perigon Wealth Management’s Universal Health Services UHS Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-1,029
Closed -$141K – 1004
2020
Q4 		$141K Buy
+1,029
New +$128K 0.02% 473

Other funds holding UHS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's UHS Position: Q1 2021 in Review

Perigon Wealth Management sold out of Universal Health Services (UHS) in Q1 2021, closing a stake of 1,029 shares — an estimated $141K sold.

Perigon Wealth Management first reported a position in UHS in Q4 2020 and held it in 1 quarter. The position peaked at $141K in Q4 2020. 465 funds tracked by Wall St. Rank hold UHS as of Q1 2021.

  • Perigon Wealth Management reported no remaining Universal Health Services position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,029 Universal Health Services shares in Q1 2021, an estimated $141K.
  • Perigon Wealth Management first reported a position in Universal Health Services in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Universal Health Services position peaked at $141K in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.