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YorkBridge Wealth Partners’s Universal Health Services UHS Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-42
Closed -$5K – 613
2019
Q2 		$5K Buy
+42
New +$5.29K ﹤0.01% 661

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Boston Partners
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First Eagle Investment Management
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LSV Asset Management
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YorkBridge Wealth Partners's UHS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Universal Health Services (UHS) in Q3 2019, closing a stake of 42 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in UHS in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 462 funds tracked by Wall St. Rank hold UHS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Universal Health Services position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 42 Universal Health Services shares in Q3 2019, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in Universal Health Services in Q2 2019 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Universal Health Services position peaked at $5K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.