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Affinity Wealth Management’s Universal Health Services UHS Stock Holding History

Affinity Wealth Management’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
2015
Q1 		– Sell
-1,971
Closed -$219K – 53
2014
Q4 		$219K Buy
+1,971
New +$207K 0.18% 31
2013
Q3 		– Sell
-3,218
Closed -$215K – 62
2013
Q2 		$215K Buy
+3,218
New +$213K 0.1% 44

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Affinity Wealth Management's UHS Position: Q1 2015 in Review

Affinity Wealth Management sold out of Universal Health Services (UHS) in Q1 2015, closing a stake of 1,971 shares — an estimated $219K sold.

Affinity Wealth Management first reported a position in UHS in Q2 2013 and held it in 2 quarters. The position peaked at $219K in Q4 2014. 446 funds tracked by Wall St. Rank hold UHS as of Q1 2015.

  • Affinity Wealth Management reported no remaining Universal Health Services position as of Q1 2015 after selling out during the quarter.
  • Affinity Wealth Management sold 1,971 Universal Health Services shares in Q1 2015, an estimated $219K.
  • Affinity Wealth Management first reported a position in Universal Health Services in Q2 2013 and held it in 2 quarters.
  • Affinity Wealth Management's Universal Health Services position peaked at $219K in Q4 2014.
  • 446 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2015.

Based on Affinity Wealth Management's 13F filing for Q1 2015, filed 29 Apr 2015.