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Tompkins Financial’s Universal Health Services UHS Stock Holding History

Tompkins Financial’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
-630
Closed -$117K – 621
2024
Q2 		$117K Hold
630
– – 0.01% 253
2024
Q1 		$115K Hold
630
– – 0.01% 261
2023
Q4 		$96K Buy
+630
New +$84.8K 0.01% 278
2020
Q3 		– Sell
-588
Closed -$55K – 396
2020
Q2 		$55K Buy
+588
New +$58.8K 0.01% 222
2016
Q1 		– Sell
-185
Closed -$22K – 550
2015
Q4 		$22K Buy
+185
New +$22.6K 0.01% 361

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tompkins Financial's UHS Position: Q3 2024 in Review

Tompkins Financial sold out of Universal Health Services (UHS) in Q3 2024, closing a stake of 630 shares — an estimated $117K sold.

Tompkins Financial first reported a position in UHS in Q4 2015 and held it in 5 quarters. The position peaked at $117K in Q2 2024. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

  • Tompkins Financial reported no remaining Universal Health Services position as of Q3 2024 after selling out during the quarter.
  • Tompkins Financial sold 630 Universal Health Services shares in Q3 2024, an estimated $117K.
  • Tompkins Financial first reported a position in Universal Health Services in Q4 2015 and held it in 5 quarters.
  • Tompkins Financial's Universal Health Services position peaked at $117K in Q2 2024.
  • 619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.