Trilogy Capital’s Universal Health Services UHS Stock Holding History

Trilogy Capital’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 Q1	–	Sell	-1,624	Closed	-$248K	–	336
2023 Q4	$248K	Sell	1,624 -372	-19%	-$50.1K	0.02%	229
2023 Q3	$251K	Sell	1,996 -193	-9%	-$26.3K	0.02%	225
2023 Q2	$325K	Sell	2,189 -121	-5%	-$16.9K	0.02%	220
2023 Q1	$294K	Sell	2,310 -26	-1%	-$3.59K	0.02%	220
2022 Q4	$329K	Buy	+2,336	New	+$276K	0.02%	188
2019 Q2	–	Sell	-1,585	Closed	-$212K	–	132
2019 Q1	$212K	Sell	1,585 -919	-37%	-$121K	0.03%	115
2018 Q4	$292K	Sell	2,504 -511	-17%	-$64.2K	0.04%	109
2018 Q3	$385K	Sell	3,015 -529	-15%	-$64.9K	0.05%	100
2018 Q2	$395K	Sell	3,544 -525	-13%	-$61.5K	0.05%	87
2018 Q1	$482K	Buy	+4,069	New	+$483K	0.07%	77

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trilogy Capital's UHS Position: Q1 2024 in Review

Trilogy Capital sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 1,624 shares — an estimated $248K sold.

Trilogy Capital first reported a position in UHS in Q1 2018 and held it in 10 quarters. The position peaked at $482K in Q1 2018. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.

Trilogy Capital reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
Trilogy Capital sold 1,624 Universal Health Services shares in Q1 2024, an estimated $248K.
Trilogy Capital first reported a position in Universal Health Services in Q1 2018 and held it in 10 quarters.
Trilogy Capital's Universal Health Services position peaked at $482K in Q1 2018.
498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.

Based on Trilogy Capital's 13F filing for Q1 2024, filed 17 Apr 2024.