Valeo Financial Advisors’s Universal Health Services UHS Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-15	Closed	-$2K	–	1745
2021 Q1	$2K	Buy	+15	New	+$1.99K	﹤0.01%	1835
2020 Q4	–	Sell	-69	Closed	-$7K	–	1854
2020 Q3	$7K	Sell	69 -344	-83%	-$36.8K	﹤0.01%	1179
2020 Q2	$38K	Buy	413 +69	+20%	+$6.9K	﹤0.01%	831
2020 Q1	$37K	Hold	344	–	–	﹤0.01%	703
2019 Q4	$49K	Sell	344 -18	-5%	-$2.57K	﹤0.01%	660
2019 Q3	$54K	Hold	362	–	–	0.01%	579
2019 Q2	$47K	Buy	+362	New	+$45.6K	0.01%	627
2019 Q1	–	Sell	-35	Closed	-$4K	–	1634
2018 Q4	$4K	Buy	35 +24	+218%	+$3.02K	﹤0.01%	1169
2018 Q3	$1K	Buy	+11	New	+$1.35K	﹤0.01%	1691

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Valeo Financial Advisors's UHS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 15 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in UHS in Q3 2018 and held it in 9 quarters. The position peaked at $54K in Q3 2019. 473 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

Valeo Financial Advisors reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 15 Universal Health Services shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Universal Health Services in Q3 2018 and held it in 9 quarters.
Valeo Financial Advisors's Universal Health Services position peaked at $54K in Q3 2019.
473 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.