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Sigma Planning Corp’s Universal Health Services UHS Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-1,119
Closed -$256K – 1255
2024
Q3 		$256K Buy
+1,119
New +$241K 0.01% 1018
2019
Q4 		– Sell
-1,778
Closed -$264K – 1108
2019
Q3 		$264K Sell
1,778
-14
-0.8% -$2.01K 0.01% 822
2019
Q2 		$234K Buy
+1,792
New +$226K 0.01% 841

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's UHS Position: Q4 2024 in Review

Sigma Planning Corp sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 1,119 shares — an estimated $256K sold.

Sigma Planning Corp first reported a position in UHS in Q2 2019 and held it in 3 quarters. The position peaked at $264K in Q3 2019. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Sigma Planning Corp reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,119 Universal Health Services shares in Q4 2024, an estimated $256K.
  • Sigma Planning Corp first reported a position in Universal Health Services in Q2 2019 and held it in 3 quarters.
  • Sigma Planning Corp's Universal Health Services position peaked at $264K in Q3 2019.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.