Alpine Woods Capital Investors’s Universal Health Services UHS Stock Holding History

Alpine Woods Capital Investors’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
2020 Q4	–	Sell	-4,610	Closed	-$493K	–	242
2020 Q3	$493K	Sell	4,610 -1,100	-19%	-$118K	0.07%	184
2020 Q2	$530K	Sell	5,710 -1,200	-17%	-$120K	0.1%	175
2020 Q1	$685K	Hold	6,910	–	–	0.15%	139
2019 Q4	$991K	Hold	6,910	–	–	0.19%	114
2019 Q3	$1.03M	Hold	6,910	–	–	0.19%	108
2019 Q2	$901K	Sell	6,910 -100	-1%	-$12.6K	0.19%	123
2019 Q1	$938K	Sell	7,010 -500	-7%	-$65.8K	0.2%	117
2018 Q4	$875K	Sell	7,510 -300	-4%	-$37.7K	0.21%	112
2018 Q3	$998K	Buy	7,810 +310	+4%	+$38K	0.21%	105
2018 Q2	$836K	Sell	7,500 -118,000	-94%	-$13.8M	0.18%	110
2018 Q1	$14.9M	Sell	125,500 -28,700	-19%	-$3.41M	0.79%	37
2017 Q4	$17.5M	Sell	154,200 -200	-0.1%	-$21.4K	0.87%	25
2017 Q3	$17.1M	Buy	154,400 +9,000	+6%	+$1.01M	0.88%	26
2017 Q2	$17.8M	Hold	145,400	–	–	0.95%	21
2017 Q1	$18.1M	Buy	145,400 +4,200	+3%	+$496K	0.96%	16
2016 Q4	$15M	Buy	141,200 +56,500	+67%	+$6.69M	0.83%	28
2016 Q3	$10.4M	Buy	84,700 +12,000	+17%	+$1.52M	0.58%	59
2016 Q2	$9.75M	Hold	72,700	–	–	0.58%	57
2016 Q1	$9.07M	Buy	72,700 +100	+0.1%	+$11.2K	0.53%	68
2015 Q4	$8.68M	Buy	72,600 +15,900	+28%	+$1.94M	0.47%	70
2015 Q3	$7.08M	Sell	56,700 -1,500	-3%	-$209K	0.39%	83
2015 Q2	$8.27M	Buy	58,200 +9,800	+20%	+$1.23M	0.42%	77
2015 Q1	$5.7M	Buy	48,400 +35,300	+269%	+$3.9M	0.29%	101
2014 Q4	$1.46M	Buy	+13,100	New	+$1.38M	0.07%	217

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpine Woods Capital Investors's UHS Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of Universal Health Services (UHS) in Q4 2020, closing a stake of 4,610 shares — an estimated $493K sold.

Alpine Woods Capital Investors first reported a position in UHS in Q4 2014 and held it in 24 quarters. The position peaked at $18.1M in Q1 2017. 457 funds tracked by Wall St. Rank hold UHS as of Q4 2020.

Alpine Woods Capital Investors reported no remaining Universal Health Services position as of Q4 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,610 Universal Health Services shares in Q4 2020, an estimated $493K.
Alpine Woods Capital Investors first reported a position in Universal Health Services in Q4 2014 and held it in 24 quarters.
Alpine Woods Capital Investors's Universal Health Services position peaked at $18.1M in Q1 2017.
457 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.