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Tobias Financial Advisors’s Universal Health Services UHS Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-228
Closed -$32K – 272
2019
Q4 		$32K Buy
+228
New +$32.5K 0.02% 113

Other funds holding UHS

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tobias Financial Advisors's UHS Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 228 shares — an estimated $32K sold.

Tobias Financial Advisors first reported a position in UHS in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 228 Universal Health Services shares in Q1 2020, an estimated $32K.
  • Tobias Financial Advisors first reported a position in Universal Health Services in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Universal Health Services position peaked at $32K in Q4 2019.
  • 421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.