Assured Investment Management’s Universal Health Services UHS Stock Holding History

Assured Investment 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
2018 Q2	–	Sell	-12,226	Closed	-$1.45M	–	1330
2018 Q1	$1.45M	Buy	+12,226	New	+$1.45M	0.03%	434
2017 Q2	–	Sell	-5,701	Closed	-$709K	–	710
2017 Q1	$709K	Sell	5,701 -8,560	-60%	-$1.01M	0.01%	375
2016 Q4	$1.52M	Buy	+14,261	New	+$1.69M	0.03%	229
2016 Q3	–	Sell	-3,976	Closed	-$533K	–	695
2016 Q2	$533K	Buy	3,976 +1,062	+36%	+$140K	0.01%	398
2016 Q1	$363K	Buy	2,914 +510	+21%	+$57.4K	0.01%	394
2015 Q4	$287K	Buy	+2,404	New	+$294K	0.01%	421

Other funds holding UHS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assured Investment Management's UHS Position: Q2 2018 in Review

Assured Investment Management sold out of Universal Health Services (UHS) in Q2 2018, closing a stake of 12,226 shares — an estimated $1.45M sold.

Assured Investment Management first reported a position in UHS in Q4 2015 and held it in 6 quarters. The position peaked at $1.52M in Q4 2016. 428 funds tracked by Wall St. Rank hold UHS as of Q2 2018.

Assured Investment Management reported no remaining Universal Health Services position as of Q2 2018 after selling out during the quarter.
Assured Investment Management sold 12,226 Universal Health Services shares in Q2 2018, an estimated $1.45M.
Assured Investment Management first reported a position in Universal Health Services in Q4 2015 and held it in 6 quarters.
Assured Investment Management's Universal Health Services position peaked at $1.52M in Q4 2016.
428 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.