Croft-Leominster’s Universal Health Services UHS Stock Holding History

Croft-Leominster’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 Q4	–	Sell	-38,659	Closed	-$4.29M	–	100
2017 Q3	$4.29M	Sell	38,659 -321	-0.8%	-$36.1K	1.01%	42
2017 Q2	$4.76M	Buy	38,980 +1,045	+3%	+$124K	1.13%	38
2017 Q1	$4.72M	Buy	+37,935	New	+$4.48M	1.12%	37
2016 Q4	–	Sell	-37,734	Closed	-$4.47M	–	46
2016 Q3	$4.65M	Buy	37,734 +14,448	+62%	+$1.83M	1.15%	40
2016 Q2	$3.12M	Buy	+23,286	New	+$3.07M	0.7%	53
2016 Q1	–	Hold	0	–	–	–	53

Other funds holding UHS

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

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

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

GCM

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Croft-Leominster's UHS Position: Q4 2017 in Review

Croft-Leominster sold out of Universal Health Services (UHS) in Q4 2017, closing a stake of 38,659 shares — an estimated $4.29M sold.

Croft-Leominster first reported a position in UHS in Q2 2016 and held it in 5 quarters. The position peaked at $4.76M in Q2 2017. 401 funds tracked by Wall St. Rank hold UHS as of Q4 2017.

Croft-Leominster reported no remaining Universal Health Services position as of Q4 2017 after selling out during the quarter.
Croft-Leominster sold 38,659 Universal Health Services shares in Q4 2017, an estimated $4.29M.
Croft-Leominster first reported a position in Universal Health Services in Q2 2016 and held it in 5 quarters.
Croft-Leominster's Universal Health Services position peaked at $4.76M in Q2 2017.
401 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2017.

Based on Croft-Leominster's 13F filing for Q4 2017, filed 6 Mar 2018.