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Values First Advisors’s Universal Health Services UHS Stock Holding History

Values First 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
2023
Q2 		– Sell
-21
Closed -$2.63K – 330
2023
Q1 		$2.63K Buy
+21
New +$2.9K ﹤0.01% 295

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's UHS Position: Q2 2023 in Review

Values First Advisors sold out of Universal Health Services (UHS) in Q2 2023, closing a stake of 21 shares — an estimated $2.63K sold.

Values First Advisors first reported a position in UHS in Q1 2023 and held it in 1 quarter. The position peaked at $2.63K in Q1 2023. 458 funds tracked by Wall St. Rank hold UHS as of Q2 2023.

  • Values First Advisors reported no remaining Universal Health Services position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 21 Universal Health Services shares in Q2 2023, an estimated $2.63K.
  • Values First Advisors first reported a position in Universal Health Services in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Universal Health Services position peaked at $2.63K in Q1 2023.
  • 458 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.