The Family Firm’s Universal Health Services UHS Stock Holding History

The Family Firm’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 Q3	–	Sell	-55	Closed	-$10.2K	–	797
2024 Q2	$10.2K	Buy	+55	New	+$9.73K	﹤0.01%	675

Other funds holding UHS

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

The Family Firm's UHS Position: Q3 2024 in Review

The Family Firm sold out of Universal Health Services (UHS) in Q3 2024, closing a stake of 55 shares — an estimated $10.2K sold.

The Family Firm first reported a position in UHS in Q2 2024 and held it in 1 quarter. The position peaked at $10.2K in Q2 2024. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

The Family Firm reported no remaining Universal Health Services position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 55 Universal Health Services shares in Q3 2024, an estimated $10.2K.
The Family Firm first reported a position in Universal Health Services in Q2 2024 and held it in 1 quarter.
The Family Firm's Universal Health Services position peaked at $10.2K in Q2 2024.
619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.