SFA
UHS icon

Source Financial Advisors’s Universal Health Services UHS Stock Holding History

Source Financial Advisors’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 		$293K Hold
1,278
– – 0.09% 99
2024
Q2 		$236K Hold
1,278
– – 0.07% 104
2024
Q1 		$233K Buy
+1,278
New +$211K 0.07% 110
2023
Q3 		– Sell
-1,316
Closed -$208K – 135
2023
Q2 		$208K Buy
+1,316
New +$184K 0.07% 124

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

Source Financial Advisors's UHS Position: Q3 2024 in Review

Source Financial Advisors held its Universal Health Services (UHS) position steady in Q3 2024 at 1,278 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #99.

Source Financial Advisors first reported a position in UHS in Q2 2023 and has held it in 4 quarters since. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

  • Source Financial Advisors held 1,278 shares of Universal Health Services worth $293K as of Q3 2024.
  • Source Financial Advisors left its Universal Health Services share count unchanged in Q3 2024.
  • Universal Health Services made up 0.09% of Source Financial Advisors's portfolio in Q3 2024, its #99 holding.
  • Source Financial Advisors first reported a position in Universal Health Services in Q2 2023 and has held it in 4 quarters since.
  • 619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.