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Schubert & Co’s Universal Health Services UHS Stock Holding History

Schubert & Co’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
Q2 		– Sell
-6
Closed -$763 – 1435
2023
Q1 		$763 Buy
6
+2
+50% +$276 ﹤0.01% 1300
2022
Q4 		$564 Buy
4
+2
+100% +$236 ﹤0.01% 1360
2022
Q3 		$0 Sell
2
-2
-50% -$207 ﹤0.01% 1592
2022
Q2 		$0 Sell
4
-1
-20% -$125 ﹤0.01% 1603
2022
Q1 		$1K Buy
5
+2
+67% +$277 ﹤0.01% 950
2021
Q4 		$0 Buy
+3
New +$386 ﹤0.01% 1299

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's UHS Position: Q2 2023 in Review

Schubert & Co sold out of Universal Health Services (UHS) in Q2 2023, closing a stake of 6 shares — an estimated $763 sold.

Schubert & Co first reported a position in UHS in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 458 funds tracked by Wall St. Rank hold UHS as of Q2 2023.

  • Schubert & Co reported no remaining Universal Health Services position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 6 Universal Health Services shares in Q2 2023, an estimated $763.
  • Schubert & Co first reported a position in Universal Health Services in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Universal Health Services position peaked at $1K in Q1 2022.
  • 458 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.