Capital Planning Advisors’s Universal Health Services UHS Stock Holding History

Capital Planning 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
2020 Q3	–	Sell	-2,426	Closed	-$225K	–	132
2020 Q2	$225K	Sell	2,426 -6,964	-74%	-$696K	0.07%	123
2020 Q1	$930K	Sell	9,390 -319	-3%	-$40.4K	0.35%	65
2019 Q4	$1.39M	Buy	9,709 +914	+10%	+$130K	0.36%	62
2019 Q3	$1.31M	Sell	8,795 -205	-2%	-$29.4K	0.38%	58
2019 Q2	$1.17M	Sell	9,000 -152	-2%	-$19.1K	0.34%	60
2019 Q1	$1.22M	Buy	9,152 +1,321	+17%	+$174K	0.37%	60
2018 Q4	$913K	Sell	7,831 -121	-2%	-$15.2K	0.33%	65
2018 Q3	$1.02M	Buy	7,952 +2,196	+38%	+$270K	0.33%	73
2018 Q2	$641K	Buy	+5,756	New	+$674K	0.29%	72

Other funds holding UHS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Planning Advisors's UHS Position: Q3 2020 in Review

Capital Planning Advisors sold out of Universal Health Services (UHS) in Q3 2020, closing a stake of 2,426 shares — an estimated $225K sold.

Capital Planning Advisors first reported a position in UHS in Q2 2018 and held it in 9 quarters. The position peaked at $1.39M in Q4 2019. 424 funds tracked by Wall St. Rank hold UHS as of Q3 2020.

Capital Planning Advisors reported no remaining Universal Health Services position as of Q3 2020 after selling out during the quarter.
Capital Planning Advisors sold 2,426 Universal Health Services shares in Q3 2020, an estimated $225K.
Capital Planning Advisors first reported a position in Universal Health Services in Q2 2018 and held it in 9 quarters.
Capital Planning Advisors's Universal Health Services position peaked at $1.39M in Q4 2019.
424 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2020.

Based on Capital Planning Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.