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Sonora Investment Management’s Universal Health Services UHS Stock Holding History

Sonora Investment Management’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
2021
Q3 		$22K Hold
160
– – ﹤0.01% 608
2021
Q2 		$23K Hold
160
– – ﹤0.01% 550
2021
Q1 		$21K Hold
160
– – ﹤0.01% 967
2020
Q4 		$22K Buy
+160
New +$19.9K ﹤0.01% 886

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's UHS Position: Q3 2021 in Review

Sonora Investment Management held its Universal Health Services (UHS) position steady in Q3 2021 at 160 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Sonora Investment Management first reported a position in UHS in Q4 2020 and has held it in 4 quarters since. The position peaked at $23K in Q2 2021. 469 funds tracked by Wall St. Rank hold UHS as of Q3 2021.

  • Sonora Investment Management held 160 shares of Universal Health Services worth $22K as of Q3 2021.
  • Sonora Investment Management left its Universal Health Services share count unchanged in Q3 2021.
  • Universal Health Services made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #608 holding.
  • Sonora Investment Management first reported a position in Universal Health Services in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Universal Health Services position peaked at $23K in Q2 2021.
  • 469 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.