BAMCO Inc
UHS icon

BAMCO Inc’s Universal Health Services UHS Stock Holding History

BAMCO Inc’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
2017
Q4 		– Sell
-112,785
Closed -$12.5M – 328
2017
Q3 		$12.5M Sell
112,785
-37,949
-25% -$4.27M 0.06% 194
2017
Q2 		$18.4M Sell
150,734
-5,490
-4% -$653K 0.09% 179
2017
Q1 		$19.4M Hold
156,224
– – 0.1% 166
2016
Q4 		$16.6M Sell
156,224
-33,460
-18% -$3.96M 0.09% 169
2016
Q3 		$23.4M Sell
189,684
-5,900
-3% -$747K 0.12% 148
2016
Q2 		$26.2M Sell
195,584
-2,080
-1% -$274K 0.14% 148
2016
Q1 		$24.7M Sell
197,664
-72,339
-27% -$8.13M 0.13% 159
2015
Q4 		$32.3M Sell
270,003
-139,745
-34% -$17.1M 0.15% 153
2015
Q3 		$51.1M Buy
409,748
+130
+0% +$18.1K 0.23% 106
2015
Q2 		$58.2M Sell
409,618
-3,569
-0.9% -$447K 0.23% 108
2015
Q1 		$48.6M Sell
413,187
-41
-0% -$4.54K 0.19% 128
2014
Q4 		$46M Sell
413,228
-3,140
-0.8% -$330K 0.18% 137
2014
Q3 		$43.5M Sell
416,368
-19,302
-4% -$2.05M 0.18% 139
2014
Q2 		$41.7M Buy
435,670
+30,130
+7% +$2.6M 0.17% 157
2014
Q1 		$33.3M Hold
405,540
– – 0.14% 163
2013
Q4 		$33M Hold
405,540
– – 0.14% 166
2013
Q3 		$30.4M Buy
405,540
+104,050
+35% +$7.26M 0.14% 164
2013
Q2 		$20.2M Buy
+301,490
New +$19.9M 0.11% 175

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BAMCO Inc's UHS Position: Q4 2017 in Review

BAMCO Inc sold out of Universal Health Services (UHS) in Q4 2017, closing a stake of 112,785 shares — an estimated $12.5M sold.

BAMCO Inc first reported a position in UHS in Q2 2013 and held it in 18 quarters. The position peaked at $58.2M in Q2 2015. 401 funds tracked by Wall St. Rank hold UHS as of Q4 2017.

  • BAMCO Inc reported no remaining Universal Health Services position as of Q4 2017 after selling out during the quarter.
  • BAMCO Inc sold 112,785 Universal Health Services shares in Q4 2017, an estimated $12.5M.
  • BAMCO Inc first reported a position in Universal Health Services in Q2 2013 and held it in 18 quarters.
  • BAMCO Inc's Universal Health Services position peaked at $58.2M in Q2 2015.
  • 401 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2017.

Based on BAMCO Inc's 13F filing for Q4 2017, filed 14 Feb 2018.