Sutton Wealth Advisors’s Universal Health Services UHS Stock Holding History

Sutton Wealth 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 Q3	$754	Hold	6	–	–	﹤0.01%	803
2023 Q2	$947	Hold	6	–	–	﹤0.01%	776
2023 Q1	$763	Hold	6	–	–	﹤0.01%	750
2022 Q4	$845	Hold	6	–	–	﹤0.01%	1373
2022 Q3	$529	Sell	6 -11	-65%	-$1.14K	﹤0.01%	1460
2022 Q2	$1.71K	Buy	17 +8	+89%	+$1K	﹤0.01%	1202
2022 Q1	$1.3K	Hold	9	–	–	﹤0.01%	1276
2021 Q4	$1.17K	Buy	9 +2	+29%	+$257	﹤0.01%	1294
2021 Q3	$969	Buy	7 +1	+17%	+$151	﹤0.01%	1246
2021 Q2	$879	Hold	6	–	–	﹤0.01%	1236
2021 Q1	$800	Hold	6	–	–	﹤0.01%	1213
2020 Q4	$825	Hold	6	–	–	﹤0.01%	1191
2020 Q3	$642	Sell	6 -3	-33%	-$321	﹤0.01%	1167
2020 Q2	$836	Sell	9 -28	-76%	-$2.8K	﹤0.01%	1140
2020 Q1	$3.67K	Hold	37	–	–	﹤0.01%	923
2019 Q4	$5.31K	Hold	37	–	–	﹤0.01%	940
2019 Q3	$5.5K	Hold	37	–	–	﹤0.01%	932
2019 Q2	$4.82K	Hold	37	–	–	﹤0.01%	940
2019 Q1	$4.95K	Hold	37	–	–	﹤0.01%	937
2018 Q4	$4.31K	Buy	+37	New	+$4.65K	﹤0.01%	909

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

CCM

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

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

Sutton Wealth Advisors's UHS Position: Q3 2023 in Review

Sutton Wealth Advisors held its Universal Health Services (UHS) position steady in Q3 2023 at 6 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Sutton Wealth Advisors first reported a position in UHS in Q4 2018 and has held it in 20 quarters since. The position peaked at $5.5K in Q3 2019. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

Sutton Wealth Advisors held 6 shares of Universal Health Services worth $754 as of Q3 2023.
Sutton Wealth Advisors left its Universal Health Services share count unchanged in Q3 2023.
Universal Health Services made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #803 holding.
Sutton Wealth Advisors first reported a position in Universal Health Services in Q4 2018 and has held it in 20 quarters since.
Sutton Wealth Advisors's Universal Health Services position peaked at $5.5K in Q3 2019.
439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.