Red Tortoise LLC’s Universal Health Services UHS Stock Holding History

Red Tortoise LLC’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 Q4	–	Sell	-6	Closed	-$808	–	593
2023 Q3	$754	Hold	6	–	–	﹤0.01%	533
2023 Q2	$947	Hold	6	–	–	﹤0.01%	530
2023 Q1	$763	Hold	6	–	–	﹤0.01%	543
2022 Q4	$845	Buy	+6	New	+$708	﹤0.01%	564
2021 Q4	–	Sell	-6	Closed	-$1K	–	475
2021 Q3	$1K	Buy	+6	New	+$908	﹤0.01%	526

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

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

CCM

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

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

GCM

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

Red Tortoise LLC's UHS Position: Q4 2023 in Review

Red Tortoise LLC sold out of Universal Health Services (UHS) in Q4 2023, closing a stake of 6 shares — an estimated $808 sold.

Red Tortoise LLC first reported a position in UHS in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 461 funds tracked by Wall St. Rank hold UHS as of Q4 2023.

Red Tortoise LLC reported no remaining Universal Health Services position as of Q4 2023 after selling out during the quarter.
Red Tortoise LLC sold 6 Universal Health Services shares in Q4 2023, an estimated $808.
Red Tortoise LLC first reported a position in Universal Health Services in Q3 2021 and held it in 5 quarters.
Red Tortoise LLC's Universal Health Services position peaked at $1K in Q3 2021.
461 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.