Tarbox Family Office’s Universal Health Services UHS Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-28	Closed	-$4K	–	926
2022 Q1	$4K	Sell	28 -46	-62%	-$6.36K	﹤0.01%	630
2021 Q4	$10K	Hold	74	–	–	﹤0.01%	464
2021 Q3	$10K	Hold	74	–	–	﹤0.01%	495
2021 Q2	$11K	Hold	74	–	–	﹤0.01%	481
2021 Q1	$10K	Hold	74	–	–	﹤0.01%	424
2020 Q4	$10K	Hold	74	–	–	﹤0.01%	409
2020 Q3	$8K	Buy	74 +46	+164%	+$4.92K	﹤0.01%	425
2020 Q2	$3K	Sell	28 -54	-66%	-$5.4K	﹤0.01%	672
2020 Q1	$8K	Buy	82 +20	+32%	+$2.53K	﹤0.01%	363
2019 Q4	$9K	Buy	62 +14	+29%	+$2K	﹤0.01%	405
2019 Q3	$7K	Hold	48	–	–	﹤0.01%	403
2019 Q2	$6K	Buy	48 +22	+85%	+$2.77K	﹤0.01%	421
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	471
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	451
2018 Q3	$3K	Hold	26	–	–	﹤0.01%	468
2018 Q2	$3K	Hold	26	–	–	﹤0.01%	459
2018 Q1	$3K	Hold	26	–	–	﹤0.01%	471
2017 Q4	$3K	Sell	26 -15	-37%	-$1.6K	﹤0.01%	458
2017 Q3	$5K	Hold	41	–	–	﹤0.01%	405
2017 Q2	$5K	Hold	41	–	–	﹤0.01%	383
2017 Q1	$5K	Hold	41	–	–	﹤0.01%	379
2016 Q4	$4K	Hold	41	–	–	﹤0.01%	377
2016 Q3	$5K	Hold	41	–	–	﹤0.01%	332
2016 Q2	$5K	Sell	41 -6	-13%	-$791	﹤0.01%	329
2016 Q1	$6K	Buy	+47	New	+$5.29K	﹤0.01%	318

Other funds holding UHS

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Tarbox Family Office's UHS Position: Q2 2022 in Review

Tarbox Family Office sold out of Universal Health Services (UHS) in Q2 2022, closing a stake of 28 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in UHS in Q1 2016 and held it in 25 quarters. The position peaked at $11K in Q2 2021. 432 funds tracked by Wall St. Rank hold UHS as of Q2 2022.

Tarbox Family Office reported no remaining Universal Health Services position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 28 Universal Health Services shares in Q2 2022, an estimated $4K.
Tarbox Family Office first reported a position in Universal Health Services in Q1 2016 and held it in 25 quarters.
Tarbox Family Office's Universal Health Services position peaked at $11K in Q2 2021.
432 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.