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Brinker Capital’s Universal Health Services UHS Stock Holding History

Brinker Capital’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
Q2 		$1.01M Sell
10,866
-3,113
-22% -$311K 0.03% 495
2020
Q1 		$1.39M Sell
13,979
-616
-4% -$78K 0.06% 322
2019
Q4 		$2.09M Sell
14,595
-130
-0.9% -$18.5K 0.06% 304
2019
Q3 		$2.19M Buy
14,725
+149
+1% +$21.4K 0.08% 266
2019
Q2 		$1.9M Buy
14,576
+10,537
+261% +$1.33M 0.07% 295
2019
Q1 		$540K Sell
4,039
-121
-3% -$15.9K 0.02% 656
2018
Q4 		$485K Buy
4,160
+11
+0.3% +$1.38K 0.02% 609
2018
Q3 		$530K Sell
4,149
-68
-2% -$8.35K 0.02% 696
2018
Q2 		$470K Sell
4,217
-240
-5% -$28.1K 0.02% 733
2018
Q1 		$528K Buy
4,457
+558
+14% +$66.3K 0.02% 690
2017
Q4 		$442K Sell
3,899
-758
-16% -$81K 0.02% 732
2017
Q3 		$517K Buy
+4,657
New +$524K 0.02% 654
2017
Q2 		– Sell
-5,005
Closed -$623K – 875
2017
Q1 		$623K Sell
5,005
-160
-3% -$18.9K 0.03% 540
2016
Q4 		$549K Buy
+5,165
New +$612K 0.03% 438

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brinker Capital's UHS Position: Q2 2020 in Review

Brinker Capital reduced its Universal Health Services (UHS) stake by 22% in Q2 2020, selling an estimated $311K and leaving 10,866 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #495.

Brinker Capital first reported a position in UHS in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.19M in Q3 2019. 424 funds tracked by Wall St. Rank hold UHS as of Q2 2020.

  • Brinker Capital held 10,866 shares of Universal Health Services worth $1.01M as of Q2 2020.
  • Brinker Capital sold 3,113 Universal Health Services shares in Q2 2020, an estimated $311K.
  • Universal Health Services made up 0.03% of Brinker Capital's portfolio in Q2 2020, its #495 holding.
  • Brinker Capital first reported a position in Universal Health Services in Q4 2016 and has held it in 14 quarters since.
  • Brinker Capital's Universal Health Services position peaked at $2.19M in Q3 2019.
  • 424 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.