Capstone Asset Management’s Universal Health Services UHS Stock Holding History

Capstone Asset Management’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
2017 Q2	$214K	Sell	1,757 -320	-15%	-$38.1K	0.01%	1478
2017 Q1	$258K	Sell	2,077 -50	-2%	-$5.91K	0.01%	1392
2016 Q4	$226K	Sell	2,127 -70	-3%	-$8.29K	0.01%	1501
2016 Q3	$271K	Buy	2,197 +250	+13%	+$31.7K	0.01%	1374
2016 Q2	$261K	Sell	1,947 -32	-2%	-$4.22K	0.01%	1372
2016 Q1	$247K	Buy	+1,979	New	+$223K	0.01%	1384
2015 Q4	–	Sell	-1,649	Closed	-$206K	–	1631
2015 Q3	$206K	Sell	1,649 -8	-0.5%	-$1.11K	0.01%	1469
2015 Q2	$235K	Buy	+1,657	New	+$208K	0.01%	1435
2014 Q2	–	Sell	-2,662	Closed	-$218K	–	1715
2014 Q1	$218K	Sell	2,662 -2,500	-48%	-$201K	0.01%	1615
2013 Q4	$419K	Sell	5,162 -4,065	-44%	-$325K	0.01%	1271
2013 Q3	$692K	Buy	9,227 +630	+7%	+$44K	0.02%	1047
2013 Q2	$576K	Buy	+8,597	New	+$568K	0.02%	1090

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM

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

Capstone Asset Management's UHS Position: Q2 2017 in Review

Capstone Asset Management reduced its Universal Health Services (UHS) stake by 15% in Q2 2017, selling an estimated $38.1K and leaving 1,757 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1478.

Capstone Asset Management first reported a position in UHS in Q2 2013 and has held it in 12 quarters since. The position peaked at $692K in Q3 2013. 408 funds tracked by Wall St. Rank hold UHS as of Q2 2017.

Capstone Asset Management held 1,757 shares of Universal Health Services worth $214K as of Q2 2017.
Capstone Asset Management sold 320 Universal Health Services shares in Q2 2017, an estimated $38.1K.
Universal Health Services made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1478 holding.
Capstone Asset Management first reported a position in Universal Health Services in Q2 2013 and has held it in 12 quarters since.
Capstone Asset Management's Universal Health Services position peaked at $692K in Q3 2013.
408 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.