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

Steph & 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
2022
Q3 		– Sell
-2,536
Closed -$255K – 233
2022
Q2 		$255K Buy
2,536
+471
+23% +$59K 0.16% 74
2022
Q1 		$299K Buy
2,065
+30
+1% +$4.15K 0.18% 64
2021
Q4 		$264K Buy
2,035
+238
+13% +$30.6K 0.15% 83
2021
Q3 		$249K Buy
1,797
+175
+11% +$26.5K 0.16% 85
2021
Q2 		$238K Sell
1,622
-127
-7% -$19.2K 0.15% 86
2021
Q1 		$233K Sell
1,749
-14
-0.8% -$1.86K 0.16% 84
2020
Q4 		$242K Buy
1,763
+459
+35% +$57.1K 0.18% 64
2020
Q3 		$140K Buy
1,304
+286
+28% +$30.6K 0.13% 101
2020
Q2 		$95K Buy
+1,018
New +$102K 0.09% 124

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Steph & Co's UHS Position: Q3 2022 in Review

Steph & Co sold out of Universal Health Services (UHS) in Q3 2022, closing a stake of 2,536 shares — an estimated $255K sold.

Steph & Co first reported a position in UHS in Q2 2020 and held it in 9 quarters. The position peaked at $299K in Q1 2022. 426 funds tracked by Wall St. Rank hold UHS as of Q3 2022.

  • Steph & Co reported no remaining Universal Health Services position as of Q3 2022 after selling out during the quarter.
  • Steph & Co sold 2,536 Universal Health Services shares in Q3 2022, an estimated $255K.
  • Steph & Co first reported a position in Universal Health Services in Q2 2020 and held it in 9 quarters.
  • Steph & Co's Universal Health Services position peaked at $299K in Q1 2022.
  • 426 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2022.

Based on Steph & Co's 13F filing for Q3 2022, filed 11 Oct 2022.