Stonebridge Capital Advisors’s Universal Health Services UHS Stock Holding History

Stonebridge Capital 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
2023 Q4	–	Sell	-11	Closed	-$1.38K	–	816
2023 Q3	$1.38K	Hold	11	–	–	﹤0.01%	837
2023 Q2	$1.74K	Hold	11	–	–	﹤0.01%	823
2023 Q1	$1.4K	Hold	11	–	–	﹤0.01%	836
2022 Q4	$1.55K	Hold	11	–	–	﹤0.01%	827
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	967
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	898
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	931
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	947
2021 Q3	$2K	Sell	11 -11	-50%	-$1.67K	﹤0.01%	852
2021 Q2	$3K	Buy	22 +11	+100%	+$1.66K	﹤0.01%	904
2021 Q1	$1K	Buy	+11	New	+$1.46K	﹤0.01%	938
2019 Q4	–	Sell	-6	Closed	-$1K	–	916
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	831
2019 Q2	$1K	Buy	+6	New	+$755	﹤0.01%	873

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Stonebridge Capital Advisors's UHS Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Universal Health Services (UHS) in Q4 2023, closing a stake of 11 shares — an estimated $1.38K sold.

Stonebridge Capital Advisors first reported a position in UHS in Q2 2019 and held it in 13 quarters. The position peaked at $3K in Q2 2021. 461 funds tracked by Wall St. Rank hold UHS as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Universal Health Services position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 11 Universal Health Services shares in Q4 2023, an estimated $1.38K.
Stonebridge Capital Advisors first reported a position in Universal Health Services in Q2 2019 and held it in 13 quarters.
Stonebridge Capital Advisors's Universal Health Services position peaked at $3K in Q2 2021.
461 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.