Capital Management Associates (New York)’s Universal Health Services UHS Stock Holding History

Capital Management Associates (New York)’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
2016 Q4	–	Sell	-3,250	Closed	-$400K	–	124
2016 Q3	$400K	Sell	3,250 -3,250	-50%	-$412K	0.63%	75
2016 Q2	$872K	Hold	6,500	–	–	1.48%	14
2016 Q1	$811K	Hold	6,500	–	–	1.47%	18
2015 Q4	$777K	Hold	6,500	–	–	1.13%	25
2015 Q3	$811K	Hold	6,500	–	–	1.25%	14
2015 Q2	$924K	Hold	6,500	–	–	1.22%	10
2015 Q1	$765K	Hold	6,500	–	–	1.02%	29
2014 Q4	$723K	Hold	6,500	–	–	1.06%	27
2014 Q3	$679K	Hold	6,500	–	–	1.02%	24
2014 Q2	$622K	Hold	6,500	–	–	0.91%	32
2014 Q1	$533K	Buy	+6,500	New	+$523K	0.77%	53

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Capital Management Associates (New York)'s UHS Position: Q4 2016 in Review

Capital Management Associates (New York) sold out of Universal Health Services (UHS) in Q4 2016, closing a stake of 3,250 shares — an estimated $400K sold.

Capital Management Associates (New York) first reported a position in UHS in Q1 2014 and held it in 11 quarters. The position peaked at $924K in Q2 2015. 433 funds tracked by Wall St. Rank hold UHS as of Q4 2016.

Capital Management Associates (New York) reported no remaining Universal Health Services position as of Q4 2016 after selling out during the quarter.
Capital Management Associates (New York) sold 3,250 Universal Health Services shares in Q4 2016, an estimated $400K.
Capital Management Associates (New York) first reported a position in Universal Health Services in Q1 2014 and held it in 11 quarters.
Capital Management Associates (New York)'s Universal Health Services position peaked at $924K in Q2 2015.
433 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2016.

Based on Capital Management Associates (New York)'s 13F filing for Q4 2016, filed 2 Feb 2017.