Syntax Advisors’s Universal Health Services UHS Stock Holding History

Syntax 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	$314K	Buy	2,498 +108	+5%	+$14.7K	0.28%	75
2023 Q2	$377K	Sell	2,390 -496	-17%	-$69.2K	0.3%	50
2023 Q1	$367K	Buy	2,886 +209	+8%	+$28.8K	0.28%	67
2022 Q4	$377K	Sell	2,677 -857	-24%	-$101K	0.31%	51
2022 Q3	$312K	Buy	3,534 +566	+19%	+$58.5K	0.27%	69
2022 Q2	$299K	Buy	2,968 +810	+38%	+$101K	0.25%	80
2022 Q1	$313K	Sell	2,158 -712	-25%	-$98.5K	0.26%	89
2021 Q4	$372K	Buy	+2,870	New	+$369K	0.27%	75

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

Syntax Advisors's UHS Position: Q3 2023 in Review

Syntax Advisors increased its Universal Health Services (UHS) stake by 4.5% in Q3 2023, buying an estimated $14.7K and bringing the position to 2,498 shares worth $314K. The position accounts for 0.28% of the portfolio, ranked #75.

Syntax Advisors first reported a position in UHS in Q4 2021 and has held it in 8 quarters since. The position peaked at $377K in Q4 2022. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

Syntax Advisors held 2,498 shares of Universal Health Services worth $314K as of Q3 2023.
Syntax Advisors bought 108 Universal Health Services shares in Q3 2023, an estimated $14.7K.
Universal Health Services made up 0.28% of Syntax Advisors's portfolio in Q3 2023, its #75 holding.
Syntax Advisors first reported a position in Universal Health Services in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Universal Health Services position peaked at $377K in Q4 2022.
439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.