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ProVise Management Group’s Universal Health Services UHS Stock Holding History

ProVise Management 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
2023
Q3 		– Sell
-11,542
Closed -$1.82M – 359
2023
Q2 		$1.82M Buy
11,542
+7,263
+170% +$1.01M 0.17% 129
2023
Q1 		$544K Buy
+4,279
New +$591K 0.05% 218

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ProVise Management Group's UHS Position: Q3 2023 in Review

ProVise Management Group sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 11,542 shares — an estimated $1.82M sold.

ProVise Management Group first reported a position in UHS in Q1 2023 and held it in 2 quarters. The position peaked at $1.82M in Q2 2023. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • ProVise Management Group reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
  • ProVise Management Group sold 11,542 Universal Health Services shares in Q3 2023, an estimated $1.82M.
  • ProVise Management Group first reported a position in Universal Health Services in Q1 2023 and held it in 2 quarters.
  • ProVise Management Group's Universal Health Services position peaked at $1.82M in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on ProVise Management Group's 13F filing for Q3 2023, filed 8 Nov 2023.