Bowling Portfolio Management’s Universal Health Services UHS Stock Holding History

Bowling Portfolio 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
2021 Q2	–	Sell	-12,344	Closed	-$1.65M	–	230
2021 Q1	$1.65M	Buy	12,344 +4,201	+52%	+$557K	0.39%	99
2020 Q4	$1.12M	Sell	8,143 -646	-7%	-$80.4K	0.26%	118
2020 Q3	$941K	Buy	+8,789	New	+$940K	0.21%	142
2019 Q3	–	Sell	-24,409	Closed	-$3.18M	–	381
2019 Q2	$3.18M	Buy	+24,409	New	+$3.07M	0.52%	57

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bowling Portfolio Management's UHS Position: Q2 2021 in Review

Bowling Portfolio Management sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 12,344 shares — an estimated $1.65M sold.

Bowling Portfolio Management first reported a position in UHS in Q2 2019 and held it in 4 quarters. The position peaked at $3.18M in Q2 2019. 473 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

Bowling Portfolio Management reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
Bowling Portfolio Management sold 12,344 Universal Health Services shares in Q2 2021, an estimated $1.65M.
Bowling Portfolio Management first reported a position in Universal Health Services in Q2 2019 and held it in 4 quarters.
Bowling Portfolio Management's Universal Health Services position peaked at $3.18M in Q2 2019.
473 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on Bowling Portfolio Management's 13F filing for Q2 2021, filed 30 Jul 2021.