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

Wetzel 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
Q3 		– Sell
-5
Closed -$912 – 839
2024
Q2 		$912 Hold
5
– – ﹤0.01% 826
2024
Q1 		$768 Hold
5
– – ﹤0.01% 951
2023
Q4 		$1K Buy
+5
New +$673 ﹤0.01% 971

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wetzel Investment Advisors's UHS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Universal Health Services (UHS) in Q3 2024, closing a stake of 5 shares — an estimated $912 sold.

Wetzel Investment Advisors first reported a position in UHS in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Universal Health Services position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 Universal Health Services shares in Q3 2024, an estimated $912.
  • Wetzel Investment Advisors first reported a position in Universal Health Services in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Universal Health Services position peaked at $1K in Q4 2023.
  • 619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.