TrueWealth LLC’s Universal Health Services UHS Stock Holding History

TrueWealth LLC’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 Q2	$4K	Hold	38	–	–	﹤0.01%	589
2020 Q1	$4K	Hold	38	–	–	﹤0.01%	587
2019 Q4	$5K	Hold	38	–	–	﹤0.01%	580
2019 Q3	$6K	Hold	38	–	–	﹤0.01%	547
2019 Q2	$5K	Hold	38	–	–	﹤0.01%	583
2019 Q1	$5K	Hold	38	–	–	﹤0.01%	581
2018 Q4	$4K	Hold	38	–	–	﹤0.01%	597
2018 Q3	$5K	Hold	38	–	–	﹤0.01%	630
2018 Q2	$4K	Hold	38	–	–	﹤0.01%	666
2018 Q1	$4K	Hold	38	–	–	﹤0.01%	629
2017 Q4	$4K	Buy	+38	New	+$4.06K	﹤0.01%	726

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TrueWealth LLC's UHS Position: Q2 2020 in Review

TrueWealth LLC held its Universal Health Services (UHS) position steady in Q2 2020 at 38 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

TrueWealth LLC first reported a position in UHS in Q4 2017 and has held it in 11 quarters since. The position peaked at $6K in Q3 2019. 423 funds tracked by Wall St. Rank hold UHS as of Q2 2020.

TrueWealth LLC held 38 shares of Universal Health Services worth $4K as of Q2 2020.
TrueWealth LLC left its Universal Health Services share count unchanged in Q2 2020.
Universal Health Services made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #589 holding.
TrueWealth LLC first reported a position in Universal Health Services in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Universal Health Services position peaked at $6K in Q3 2019.
423 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.