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Broadview Advisors’s Universal Health Services UHS Stock Holding History

Broadview Advisors’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
Q1 		– Sell
-50,375
Closed -$5.61M – 99
2014
Q4 		$5.61M Sell
50,375
-123,800
-71% -$13M 0.57% 61
2014
Q3 		$18.2M Sell
174,175
-68,400
-28% -$7.27M 1.99% 13
2014
Q2 		$23.2M Sell
242,575
-22,350
-8% -$1.93M 2.26% 7
2014
Q1 		$21.7M Buy
264,925
+73,900
+39% +$5.95M 2.18% 7
2013
Q4 		$15.5M Sell
191,025
-50
-0% -$4K 1.68% 17
2013
Q3 		$14.3M Buy
191,075
+42,650
+29% +$2.98M 1.66% 19
2013
Q2 		$9.94M Buy
+148,425
New +$9.81M 1.4% 27

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Broadview Advisors's UHS Position: Q1 2015 in Review

Broadview Advisors sold out of Universal Health Services (UHS) in Q1 2015, closing a stake of 50,375 shares — an estimated $5.61M sold.

Broadview Advisors first reported a position in UHS in Q2 2013 and held it in 7 quarters. The position peaked at $23.2M in Q2 2014. 447 funds tracked by Wall St. Rank hold UHS as of Q1 2015.

  • Broadview Advisors reported no remaining Universal Health Services position as of Q1 2015 after selling out during the quarter.
  • Broadview Advisors sold 50,375 Universal Health Services shares in Q1 2015, an estimated $5.61M.
  • Broadview Advisors first reported a position in Universal Health Services in Q2 2013 and held it in 7 quarters.
  • Broadview Advisors's Universal Health Services position peaked at $23.2M in Q2 2014.
  • 447 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2015.

Based on Broadview Advisors's 13F filing for Q1 2015, filed 15 May 2015.