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Summit Place Financial Advisors’s Universal Health Services UHS Stock Holding History

Summit Place 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
Q4 		– Sell
-1,279
Closed -$293K – 96
2024
Q3 		$293K Sell
1,279
-200
-14% -$43.1K 0.16% 80
2024
Q2 		$274K Sell
1,479
-285
-16% -$50.4K 0.16% 83
2024
Q1 		$322K Sell
1,764
-15,215
-90% -$2.51M 0.19% 78
2023
Q4 		$2.59M Buy
16,979
+730
+4% +$98.2K 1.69% 27
2023
Q3 		$2.04M Sell
16,249
-460
-3% -$62.8K 1.45% 33
2023
Q2 		$2.64M Sell
16,709
-1,996
-11% -$278K 1.71% 19
2023
Q1 		$2.38M Sell
18,705
-180
-1% -$24.8K 1.69% 22
2022
Q4 		$2.66M Sell
18,885
-4,615
-20% -$545K 2.19% 10
2022
Q3 		$2.07M Buy
23,500
+10,025
+74% +$1.04M 1.93% 13
2022
Q2 		$1.36M Buy
13,475
+1,275
+10% +$160K 1.14% 38
2022
Q1 		$1.77M Buy
+12,200
New +$1.69M 1.19% 38

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Place Financial Advisors's UHS Position: Q4 2024 in Review

Summit Place Financial Advisors sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 1,279 shares — an estimated $293K sold.

Summit Place Financial Advisors first reported a position in UHS in Q1 2022 and held it in 11 quarters. The position peaked at $2.66M in Q4 2022. 602 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Summit Place Financial Advisors reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Summit Place Financial Advisors sold 1,279 Universal Health Services shares in Q4 2024, an estimated $293K.
  • Summit Place Financial Advisors first reported a position in Universal Health Services in Q1 2022 and held it in 11 quarters.
  • Summit Place Financial Advisors's Universal Health Services position peaked at $2.66M in Q4 2022.
  • 602 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Summit Place Financial Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.