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Steward Financial Group’s Universal Health Services UHS Stock Holding History

Steward Financial Group’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
2023
Q3 		$8K Sell
68
-1
-1% -$137 ﹤0.01% 470
2023
Q2 		$10K Buy
+69
New +$9.62K ﹤0.01% 391
2022
Q3 		– Sell
-11
Closed -$1K – 1242
2022
Q2 		$1K Buy
+11
New +$1.38K ﹤0.01% 885

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Financial Group's UHS Position: Q3 2023 in Review

Steward Financial Group reduced its Universal Health Services (UHS) stake by 1.4% in Q3 2023, selling an estimated $137 and leaving 68 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Steward Financial Group first reported a position in UHS in Q2 2022 and has held it in 3 quarters since. The position peaked at $10K in Q2 2023. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • Steward Financial Group held 68 shares of Universal Health Services worth $8K as of Q3 2023.
  • Steward Financial Group sold 1 Universal Health Services share in Q3 2023, an estimated $137.
  • Universal Health Services made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #470 holding.
  • Steward Financial Group first reported a position in Universal Health Services in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Universal Health Services position peaked at $10K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.