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

BRC 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
2015
Q4 		– Sell
-5,050
Closed -$630K – 147
2015
Q3 		$630K Sell
5,050
-968
-16% -$135K 0.1% 100
2015
Q2 		$855K Buy
+6,018
New +$754K 0.12% 56
2014
Q4 		– Sell
-165,800
Closed -$17.3M – 145
2014
Q3 		$17.3M Sell
165,800
-43,760
-21% -$4.65M 2.63% 17
2014
Q2 		$20.1M Buy
+209,560
New +$18.1M 2.89% 9

Other funds holding UHS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BRC Investment Management's UHS Position: Q4 2015 in Review

BRC Investment Management sold out of Universal Health Services (UHS) in Q4 2015, closing a stake of 5,050 shares — an estimated $630K sold.

BRC Investment Management first reported a position in UHS in Q2 2014 and held it in 4 quarters. The position peaked at $20.1M in Q2 2014. 455 funds tracked by Wall St. Rank hold UHS as of Q4 2015.

  • BRC Investment Management reported no remaining Universal Health Services position as of Q4 2015 after selling out during the quarter.
  • BRC Investment Management sold 5,050 Universal Health Services shares in Q4 2015, an estimated $630K.
  • BRC Investment Management first reported a position in Universal Health Services in Q2 2014 and held it in 4 quarters.
  • BRC Investment Management's Universal Health Services position peaked at $20.1M in Q2 2014.
  • 455 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2015.

Based on BRC Investment Management's 13F filing for Q4 2015, filed 29 Jan 2016.