Caption Management’s Universal Health Services UHS Stock Holding History

Caption 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
2025 Q4	–	Sell	-20,900	Closed	-$4.27M	–	2079
2025 Q3	$4.27M	Buy	+20,900	New	+$3.76M	0.03%	550
2023 Q2	–	Sell	-10,000	Closed	-$1.27M	–	1414
2023 Q1	$1.27M	Hold	10,000	–	–	0.02%	570
2022 Q4	$1.41M	Buy	+10,000	New	+$1.18M	0.02%	645
2021 Q4	–	Sell	-50,000	Closed	-$6.92M	–	1941
2021 Q3	$6.92M	Sell	50,000 -15,500	-24%	-$2.35M	0.08%	335
2021 Q2	$9.59M	Buy	65,500 +45,000	+220%	+$6.8M	0.13%	203
2021 Q1	$2.73M	Buy	+20,500	New	+$2.72M	0.06%	423

Other funds holding UHS

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caption Management's UHS Position: Q1 2025 in Review

Caption Management sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 40,000 shares — an estimated $7.18M sold.

Caption Management first reported a position in UHS in Q3 2020 and held it in 8 quarters. The position peaked at $11.7M in Q4 2020. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

Caption Management reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
Caption Management sold 40,000 Universal Health Services shares in Q1 2025, an estimated $7.18M.
Caption Management first reported a position in Universal Health Services in Q3 2020 and held it in 8 quarters.
Caption Management's Universal Health Services position peaked at $11.7M in Q4 2020.
617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.