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TFO Wealth Partners’s Universal Health Services UHS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$547 – 704
2024
Q1 		$547 Sell
3
-4
-57% -$661 ﹤0.01% 242
2023
Q4 		$1.07K Hold
7
– – ﹤0.01% 187
2023
Q3 		$1.1K Buy
7
+4
+133% +$546 ﹤0.01% 265
2023
Q2 		$473 Hold
3
– – ﹤0.01% 293
2023
Q1 		$381 Sell
3
-23
-88% -$3.17K ﹤0.01% 305
2022
Q4 		$885 Buy
+26
New +$3.07K ﹤0.01% 392

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's UHS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Universal Health Services (UHS) in Q2 2024, closing a stake of 3 shares — an estimated $547 sold.

TFO Wealth Partners first reported a position in UHS in Q4 2022 and held it in 6 quarters. The position peaked at $1.1K in Q3 2023. 531 funds tracked by Wall St. Rank hold UHS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Universal Health Services position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Universal Health Services shares in Q2 2024, an estimated $547.
  • TFO Wealth Partners first reported a position in Universal Health Services in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Universal Health Services position peaked at $1.1K in Q3 2023.
  • 531 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.