Tilia Fiduciary Partners’s Universal Health Services UHS Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-547	Closed	-$86.3K	–	468
2023 Q2	$86.3K	Hold	547	–	–	0.08%	148
2023 Q1	$69.5K	Hold	547	–	–	0.07%	176
2022 Q4	$77.1K	Hold	547	–	–	0.07%	161
2022 Q3	$50K	Sell	547 -65	-11%	-$6.72K	0.05%	199
2022 Q2	$62K	Hold	612	–	–	0.06%	186
2022 Q1	$89K	Hold	612	–	–	0.08%	160
2021 Q4	$79K	Buy	+612	New	+$78.7K	0.06%	178

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 $315B AUM 27.84% 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

Tilia Fiduciary Partners's UHS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 547 shares — an estimated $86.3K sold.

Tilia Fiduciary Partners first reported a position in UHS in Q4 2021 and held it in 7 quarters. The position peaked at $89K in Q1 2022. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 547 Universal Health Services shares in Q3 2023, an estimated $86.3K.
Tilia Fiduciary Partners first reported a position in Universal Health Services in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Universal Health Services position peaked at $89K in Q1 2022.
439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.