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Trust Investment Advisors’s Universal Health Services UHS Stock Holding History

Trust Investment 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
2024
Q4 		– Sell
-962
Closed -$220K – 136
2024
Q3 		$220K Buy
+962
New +$207K 0.14% 110
2017
Q2 		– Sell
-8,355
Closed -$1.04M – 87
2017
Q1 		$1.04M Buy
8,355
+2,490
+42% +$294K 1.12% 45
2016
Q4 		$624K Sell
5,865
-2,690
-31% -$319K 0.71% 59
2016
Q3 		$1.05M Buy
8,555
+225
+3% +$28.5K 1.2% 41
2016
Q2 		$1.12M Sell
8,330
-566
-6% -$74.6K 1.31% 34
2016
Q1 		$1.11M Buy
8,896
+1,306
+17% +$147K 1.25% 36
2015
Q4 		$907K Sell
7,590
-1,410
-16% -$172K 1.09% 40
2015
Q3 		$1.12M Buy
+9,000
New +$1.25M 1.28% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trust Investment Advisors's UHS Position: Q4 2024 in Review

Trust Investment Advisors sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 962 shares — an estimated $220K sold.

Trust Investment Advisors first reported a position in UHS in Q3 2015 and held it in 8 quarters. The position peaked at $1.12M in Q3 2015. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Trust Investment Advisors reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Trust Investment Advisors sold 962 Universal Health Services shares in Q4 2024, an estimated $220K.
  • Trust Investment Advisors first reported a position in Universal Health Services in Q3 2015 and held it in 8 quarters.
  • Trust Investment Advisors's Universal Health Services position peaked at $1.12M in Q3 2015.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Trust Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.