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Sowell Financial Services’s Universal Health Services UHS Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-4,446
Closed -$687K – 2587
2021
Q1 		$687K Sell
4,446
-35
-0.8% -$4.64K 0.02% 531
2020
Q4 		$616K Sell
4,481
-753
-14% -$93.7K 0.03% 456
2020
Q3 		$560K Buy
5,234
+387
+8% +$41.4K 0.03% 441
2020
Q2 		$450K Buy
4,847
+1,443
+42% +$144K 0.02% 486
2020
Q1 		$337K Sell
3,404
-604
-15% -$76.5K 0.02% 511
2019
Q4 		$575K Sell
4,008
-62
-2% -$8.84K 0.04% 411
2019
Q3 		$605K Buy
+4,070
New +$585K 0.05% 355

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's UHS Position: Q2 2021 in Review

Sowell Financial Services sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 4,446 shares — an estimated $687K sold.

Sowell Financial Services first reported a position in UHS in Q3 2019 and held it in 7 quarters. The position peaked at $687K in Q1 2021. 474 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

  • Sowell Financial Services reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,446 Universal Health Services shares in Q2 2021, an estimated $687K.
  • Sowell Financial Services first reported a position in Universal Health Services in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Universal Health Services position peaked at $687K in Q1 2021.
  • 474 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.