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Aperio Group’s Universal Health Services UHS Stock Holding History

Aperio 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
2020
Q4 		$3.87M Buy
28,128
+2,480
+10% +$309K 0.01% 942
2020
Q3 		$2.75M Sell
25,648
-751
-3% -$80.3K 0.01% 977
2020
Q2 		$2.45M Sell
26,399
-17,950
-40% -$1.8M 0.01% 1020
2020
Q1 		$4.39M Sell
44,349
-22,715
-34% -$2.88M 0.02% 706
2019
Q4 		$9.62M Sell
67,064
-10,686
-14% -$1.52M 0.03% 510
2019
Q3 		$11.6M Buy
77,750
+4,772
+7% +$685K 0.05% 434
2019
Q2 		$9.52M Sell
72,978
-7,401
-9% -$931K 0.04% 490
2019
Q1 		$10.8M Buy
80,379
+5,027
+7% +$662K 0.05% 434
2018
Q4 		$8.78M Buy
75,352
+11,617
+18% +$1.46M 0.04% 446
2018
Q3 		$8.15M Sell
63,735
-3,474
-5% -$426K 0.04% 510
2018
Q2 		$7.49M Buy
67,209
+25,836
+62% +$3.03M 0.04% 530
2018
Q1 		$4.9M Buy
41,373
+10,476
+34% +$1.24M 0.02% 667
2017
Q4 		$3.5M Sell
30,897
-13,790
-31% -$1.47M 0.02% 774
2017
Q3 		$4.96M Buy
44,687
+11,862
+36% +$1.34M 0.03% 613
2017
Q2 		$4.01M Buy
32,825
+2,560
+8% +$305K 0.02% 668
2017
Q1 		$3.77M Buy
30,265
+8,505
+39% +$1.01M 0.03% 656
2016
Q4 		$2.31M Buy
21,760
+1,964
+10% +$233K 0.02% 769
2016
Q3 		$2.44M Buy
19,796
+129
+0.7% +$16.3K 0.02% 774
2016
Q2 		$2.64M Buy
19,667
+2,593
+15% +$342K 0.02% 710
2016
Q1 		$2.13M Buy
17,074
+4,864
+40% +$547K 0.02% 759
2015
Q4 		$1.46M Sell
12,210
-3,604
-23% -$441K 0.01% 865
2015
Q3 		$1.97M Buy
15,814
+5,331
+51% +$742K 0.02% 729
2015
Q2 		$1.49M Buy
10,483
+1,808
+21% +$226K 0.02% 826
2015
Q1 		$1.02M Buy
8,675
+1,042
+14% +$115K 0.01% 930
2014
Q4 		$849K Buy
7,633
+658
+9% +$69.1K 0.01% 968
2014
Q3 		$729K Buy
6,975
+1,076
+18% +$114K 0.01% 974
2014
Q2 		$565K Buy
5,899
+1,600
+37% +$138K 0.01% 1073
2014
Q1 		$353K Buy
+4,299
New +$346K 0.01% 1510
2013
Q4 		– Sell
-3,181
Closed -$254K – 1546
2013
Q3 		$239K Buy
+3,181
New +$222K ﹤0.01% 1547

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group's UHS Position: Q4 2020 in Review

Aperio Group increased its Universal Health Services (UHS) stake by 9.7% in Q4 2020, buying an estimated $309K and bringing the position to 28,128 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #942.

Aperio Group first reported a position in UHS in Q3 2013 and has held it in 29 quarters since. The position peaked at $11.6M in Q3 2019. 457 funds tracked by Wall St. Rank hold UHS as of Q4 2020.

  • Aperio Group held 28,128 shares of Universal Health Services worth $3.87M as of Q4 2020.
  • Aperio Group bought 2,480 Universal Health Services shares in Q4 2020, an estimated $309K.
  • Universal Health Services made up 0.01% of Aperio Group's portfolio in Q4 2020, its #942 holding.
  • Aperio Group first reported a position in Universal Health Services in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Universal Health Services position peaked at $11.6M in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.