RJT
UHS icon

Raymond James Trust’s Universal Health Services UHS Stock Holding History

Raymond James Trust’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
Q3 		$308K Buy
+1,346
New +$290K 0.01% 1024
2022
Q2 		– Sell
-1,474
Closed -$214K – 1171
2022
Q1 		$214K Sell
1,474
-175
-11% -$24.2K 0.01% 1056
2021
Q4 		$214K Buy
+1,649
New +$212K 0.01% 1082
2020
Q1 		– Sell
-1,867
Closed -$268K – 964
2019
Q4 		$268K Buy
1,867
+214
+13% +$30.5K 0.01% 749
2019
Q3 		$246K Buy
+1,653
New +$237K 0.01% 759
2018
Q4 		– Sell
-1,569
Closed -$200K – 894
2018
Q3 		$200K Buy
+1,569
New +$193K 0.01% 814
2016
Q3 		– Sell
-1,569
Closed -$209K – 700
2016
Q2 		$209K Buy
+1,569
New +$207K 0.02% 590
2016
Q1 		– Sell
-2,617
Closed -$312K – 710
2015
Q4 		$312K Buy
2,617
+802
+44% +$98K 0.03% 441
2015
Q3 		$227K Sell
1,815
-2
-0.1% -$278 0.03% 509
2015
Q2 		$258K Sell
1,817
-597
-25% -$74.8K 0.03% 492
2015
Q1 		$284K Sell
2,414
-948
-28% -$105K 0.03% 461
2014
Q4 		$374K Sell
3,362
-147
-4% -$15.4K 0.04% 397
2014
Q3 		$367K Sell
3,509
-488
-12% -$51.8K 0.04% 373
2014
Q2 		$383K Sell
3,997
-114
-3% -$9.85K 0.04% 368
2014
Q1 		$338K Buy
4,111
+23
+0.6% +$1.85K 0.04% 374
2013
Q4 		$332K Sell
4,088
-176
-4% -$14.1K 0.04% 367
2013
Q3 		$319K Buy
4,264
+41
+1% +$2.86K 0.05% 342
2013
Q2 		$283K Buy
+4,223
New +$279K 0.05% 346

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Trust's UHS Position: Q3 2024 in Review

Raymond James Trust opened a new position in Universal Health Services (UHS) in Q3 2024: 1,346 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in UHS as recently as Q1 2022.

Raymond James Trust first reported a position in UHS in Q2 2013 and has held it in 18 quarters since. The position peaked at $383K in Q2 2014. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

  • Raymond James Trust held 1,346 shares of Universal Health Services worth $308K as of Q3 2024.
  • Universal Health Services was a new Raymond James Trust position in Q3 2024.
  • Universal Health Services made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1024 holding.
  • Raymond James Trust first reported a position in Universal Health Services in Q2 2013 and has held it in 18 quarters since.
  • Raymond James Trust's Universal Health Services position peaked at $383K in Q2 2014.
  • 619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.