UFF
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USA Financial Formulas’s Universal Health Services UHS Stock Holding History

USA Financial Formulas’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
-3,419
Closed -$783K – 361
2024
Q3 		$783K Sell
3,419
-989
-22% -$213K 0.12% 80
2024
Q2 		$815K Buy
+4,408
New +$780K 0.13% 84
2019
Q3 		– Sell
-12,169
Closed -$1.63M – 265
2019
Q2 		$1.63M Buy
12,169
+3,130
+35% +$394K 0.82% 44
2019
Q1 		$1.21M Buy
+9,039
New +$1.19M 0.76% 44
2015
Q4 		– Sell
-20,692
Closed -$2.58M – 128
2015
Q3 		$2.58M Buy
+20,692
New +$2.88M 1.67% 25

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

USA Financial Formulas's UHS Position: Q4 2024 in Review

USA Financial Formulas sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 3,419 shares — an estimated $783K sold.

USA Financial Formulas first reported a position in UHS in Q3 2015 and held it in 5 quarters. The position peaked at $2.58M in Q3 2015. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • USA Financial Formulas reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 3,419 Universal Health Services shares in Q4 2024, an estimated $783K.
  • USA Financial Formulas first reported a position in Universal Health Services in Q3 2015 and held it in 5 quarters.
  • USA Financial Formulas's Universal Health Services position peaked at $2.58M in Q3 2015.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.