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Capital Bank & Trust’s Universal Health Services UHS Stock Holding History

Capital Bank & Trust’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
2019
Q4 		– Sell
-10
Closed -$1K – 843
2019
Q3 		$1K Buy
+10
New +$1.44K ﹤0.01% 778

Other funds holding UHS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Capital Bank & Trust's UHS Position: Q4 2019 in Review

Capital Bank & Trust sold out of Universal Health Services (UHS) in Q4 2019, closing a stake of 10 shares — an estimated $1K sold.

Capital Bank & Trust first reported a position in UHS in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 477 funds tracked by Wall St. Rank hold UHS as of Q4 2019.

  • Capital Bank & Trust reported no remaining Universal Health Services position as of Q4 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 10 Universal Health Services shares in Q4 2019, an estimated $1K.
  • Capital Bank & Trust first reported a position in Universal Health Services in Q3 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Universal Health Services position peaked at $1K in Q3 2019.
  • 477 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2019.

Based on Capital Bank & Trust's 13F filing for Q4 2019, filed 18 Feb 2020.