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Advisor Group’s Universal Health Services UHS Stock Holding History

Advisor Group’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
Q4 		$505K Buy
3,513
+116
+3% +$16.5K ﹤0.01% 1663
2019
Q3 		$506K Buy
3,397
+1,039
+44% +$149K ﹤0.01% 1606
2019
Q2 		$308K Sell
2,358
-775
-25% -$97.5K ﹤0.01% 1974
2019
Q1 		$419K Sell
3,133
-413
-12% -$54.4K ﹤0.01% 1722
2018
Q4 		$413K Buy
3,546
+1,802
+103% +$227K ﹤0.01% 1548
2018
Q3 		$221K Buy
1,744
+72
+4% +$8.84K ﹤0.01% 2082
2018
Q2 		$187K Sell
1,672
-34
-2% -$3.98K ﹤0.01% 2029
2018
Q1 		$202K Sell
1,706
-118
-6% -$14K ﹤0.01% 1971
2017
Q4 		$207K Buy
1,824
+187
+11% +$20K ﹤0.01% 1977
2017
Q3 		$182K Sell
1,637
-175
-10% -$19.7K ﹤0.01% 1925
2017
Q2 		$222K Buy
1,812
+1,204
+198% +$143K ﹤0.01% 1709
2017
Q1 		$76K Sell
608
-63
-9% -$7.45K ﹤0.01% 2374
2016
Q4 		$70K Sell
671
-3,079
-82% -$365K ﹤0.01% 2335
2016
Q3 		$463K Buy
3,750
+1,585
+73% +$201K 0.01% 1012
2016
Q2 		$289K Buy
+2,165
New +$286K 0.01% 1218

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Advisor Group's UHS Position: Q4 2019 in Review

Advisor Group increased its Universal Health Services (UHS) stake by 3.4% in Q4 2019, buying an estimated $16.5K and bringing the position to 3,513 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Advisor Group first reported a position in UHS in Q2 2016 and has held it in 15 quarters since. The position peaked at $506K in Q3 2019. 477 funds tracked by Wall St. Rank hold UHS as of Q4 2019.

  • Advisor Group held 3,513 shares of Universal Health Services worth $505K as of Q4 2019.
  • Advisor Group bought 116 Universal Health Services shares in Q4 2019, an estimated $16.5K.
  • Universal Health Services made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1663 holding.
  • Advisor Group first reported a position in Universal Health Services in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Universal Health Services position peaked at $506K in Q3 2019.
  • 477 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.