CC
UHS icon

Carlson Capital’s Universal Health Services UHS Stock Holding History

Carlson Capital’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
Q3 		– Sell
-41,434
Closed -$5.06M – 265
2017
Q2 		$5.06M Sell
41,434
-149,361
-78% -$17.8M 0.07% 203
2017
Q1 		$23.7M Buy
+190,795
New +$22.6M 0.3% 106
2016
Q3 		– Sell
-68,200
Closed -$9.15M – 316
2016
Q2 		$9.15M Buy
+68,200
New +$8.99M 0.11% 207
2015
Q4 		– Sell
-61,990
Closed -$7.74M – 365
2015
Q3 		$7.74M Sell
61,990
-8,410
-12% -$1.17M 0.09% 223
2015
Q2 		$10M Buy
+70,400
New +$8.82M 0.11% 213
2014
Q4 		– Sell
-27,762
Closed -$2.9M – 380
2014
Q3 		$2.9M Buy
+27,762
New +$2.95M 0.03% 291

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carlson Capital's UHS Position: Q3 2017 in Review

Carlson Capital sold out of Universal Health Services (UHS) in Q3 2017, closing a stake of 41,434 shares — an estimated $5.06M sold.

Carlson Capital first reported a position in UHS in Q3 2014 and held it in 6 quarters. The position peaked at $23.7M in Q1 2017. 391 funds tracked by Wall St. Rank hold UHS as of Q3 2017.

  • Carlson Capital reported no remaining Universal Health Services position as of Q3 2017 after selling out during the quarter.
  • Carlson Capital sold 41,434 Universal Health Services shares in Q3 2017, an estimated $5.06M.
  • Carlson Capital first reported a position in Universal Health Services in Q3 2014 and held it in 6 quarters.
  • Carlson Capital's Universal Health Services position peaked at $23.7M in Q1 2017.
  • 391 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2017.

Based on Carlson Capital's 13F filing for Q3 2017, filed 14 Nov 2017.