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Chartwell Investment Partners’s Universal Health Services UHS Stock Holding History

Chartwell Investment Partners’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
2022
Q4 		– Sell
-39,783
Closed -$3.51M – 435
2022
Q3 		$3.51M Sell
39,783
-920
-2% -$95.1K 0.15% 216
2022
Q2 		$4.1M Buy
40,703
+520
+1% +$65.1K 0.16% 199
2022
Q1 		$5.83M Sell
40,183
-2,913
-7% -$403K 0.19% 180
2021
Q4 		$5.59M Sell
43,096
-2,144
-5% -$276K 0.16% 200
2021
Q3 		$6.26M Sell
45,240
-967
-2% -$146K 0.19% 186
2021
Q2 		$6.77M Sell
46,207
-6,271
-12% -$948K 0.2% 177
2021
Q1 		$7M Sell
52,478
-21,871
-29% -$2.9M 0.21% 168
2020
Q4 		$10.2M Sell
74,349
-2,276
-3% -$283K 0.33% 122
2020
Q3 		$8.2M Buy
76,625
+1,559
+2% +$167K 0.3% 134
2020
Q2 		$6.97M Sell
75,066
-970
-1% -$97K 0.27% 149
2020
Q1 		$7.53M Sell
76,036
-12,005
-14% -$1.52M 0.35% 112
2019
Q4 		$12.6M Sell
88,041
-4,516
-5% -$644K 0.42% 99
2019
Q3 		$13.8M Sell
92,557
-5,583
-6% -$802K 0.46% 68
2019
Q2 		$12.8M Buy
+98,140
New +$12.4M 0.42% 89

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's UHS Position: Q4 2022 in Review

Chartwell Investment Partners sold out of Universal Health Services (UHS) in Q4 2022, closing a stake of 39,783 shares — an estimated $3.51M sold.

Chartwell Investment Partners first reported a position in UHS in Q2 2019 and held it in 14 quarters. The position peaked at $13.8M in Q3 2019. 435 funds tracked by Wall St. Rank hold UHS as of Q4 2022.

  • Chartwell Investment Partners reported no remaining Universal Health Services position as of Q4 2022 after selling out during the quarter.
  • Chartwell Investment Partners sold 39,783 Universal Health Services shares in Q4 2022, an estimated $3.51M.
  • Chartwell Investment Partners first reported a position in Universal Health Services in Q2 2019 and held it in 14 quarters.
  • Chartwell Investment Partners's Universal Health Services position peaked at $13.8M in Q3 2019.
  • 435 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2022.

Based on Chartwell Investment Partners's 13F filing for Q4 2022, filed 16 Feb 2023.