Trust Company of Vermont’s Universal Health Services UHS Stock Holding History

Trust Company of Vermont’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	-3	Closed	-$457	–	897
2023 Q4	$457	Buy	+3	New	+$404	﹤0.01%	730
2020 Q1	–	Sell	-23	Closed	-$3K	–	950
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	857
2019 Q3	$3K	Hold	23	–	–	﹤0.01%	907
2019 Q2	$3K	Hold	23	–	–	﹤0.01%	922
2019 Q1	$3K	Sell	23 -23	-50%	-$3.03K	﹤0.01%	876
2018 Q4	$5K	Hold	46	–	–	﹤0.01%	839
2018 Q3	$6K	Sell	46 -4	-8%	-$491	﹤0.01%	900
2018 Q2	$6K	Buy	+50	New	+$5.86K	﹤0.01%	930
2017 Q4	–	Sell	-20	Closed	-$2K	–	1007
2017 Q3	$2K	Buy	+20	New	+$2.25K	﹤0.01%	896

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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 $315B AUM 27.84% 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

Trust Company of Vermont's UHS Position: Q1 2024 in Review

Trust Company of Vermont sold out of Universal Health Services (UHS) in Q1 2024, closing a stake of 3 shares — an estimated $457 sold.

Trust Company of Vermont first reported a position in UHS in Q3 2017 and held it in 9 quarters. The position peaked at $6K in Q3 2018. 498 funds tracked by Wall St. Rank hold UHS as of Q1 2024.

Trust Company of Vermont reported no remaining Universal Health Services position as of Q1 2024 after selling out during the quarter.
Trust Company of Vermont sold 3 Universal Health Services shares in Q1 2024, an estimated $457.
Trust Company of Vermont first reported a position in Universal Health Services in Q3 2017 and held it in 9 quarters.
Trust Company of Vermont's Universal Health Services position peaked at $6K in Q3 2018.
498 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2024.

Based on Trust Company of Vermont's 13F filing for Q1 2024, filed 3 May 2024.