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Adams Diversified Equity Fund’s Universal Health Services UHS Stock Holding History

Adams Diversified Equity Fund’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
Q4 		– Sell
-132,600
Closed -$18.3M – 98
2021
Q3 		$18.3M Sell
132,600
-18,200
-12% -$2.75M 0.73% 55
2021
Q2 		$22.1M Buy
+150,800
New +$22.8M 0.87% 42

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adams Diversified Equity Fund's UHS Position: Q4 2021 in Review

Adams Diversified Equity Fund sold out of Universal Health Services (UHS) in Q4 2021, closing a stake of 132,600 shares — an estimated $18.3M sold.

Adams Diversified Equity Fund first reported a position in UHS in Q2 2021 and held it in 2 quarters. The position peaked at $22.1M in Q2 2021. 454 funds tracked by Wall St. Rank hold UHS as of Q4 2021.

  • Adams Diversified Equity Fund reported no remaining Universal Health Services position as of Q4 2021 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 132,600 Universal Health Services shares in Q4 2021, an estimated $18.3M.
  • Adams Diversified Equity Fund first reported a position in Universal Health Services in Q2 2021 and held it in 2 quarters.
  • Adams Diversified Equity Fund's Universal Health Services position peaked at $22.1M in Q2 2021.
  • 454 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2021.

Based on Adams Diversified Equity Fund's 13F filing for Q4 2021, filed 11 Feb 2022.