Daruma Capital Management’s Universal Health Services UHS Stock Holding History

Daruma Capital 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
2015 Q2	–	Sell	-36,833	Closed	-$4.34M	–	52
2015 Q1	$4.34M	Sell	36,833 -11,849	-24%	-$1.31M	0.19%	38
2014 Q4	$5.42M	Hold	48,682	–	–	0.24%	34
2014 Q3	$5.09M	Hold	48,682	–	–	0.22%	39
2014 Q2	$4.66M	Buy	48,682 +4,230	+10%	+$365K	0.19%	41
2014 Q1	$3.65M	Sell	44,452 -1,215	-3%	-$97.8K	0.14%	51
2013 Q4	$3.71M	Sell	45,667 -272	-0.6%	-$21.7K	0.15%	49
2013 Q3	$3.44M	Buy	45,939 +4,839	+12%	+$338K	0.16%	50
2013 Q2	$2.75M	Buy	+41,100	New	+$2.72M	0.13%	50

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Daruma Capital Management's UHS Position: Q2 2015 in Review

Daruma Capital Management sold out of Universal Health Services (UHS) in Q2 2015, closing a stake of 36,833 shares — an estimated $4.34M sold.

Daruma Capital Management first reported a position in UHS in Q2 2013 and held it in 8 quarters. The position peaked at $5.42M in Q4 2014. 462 funds tracked by Wall St. Rank hold UHS as of Q2 2015.

Daruma Capital Management reported no remaining Universal Health Services position as of Q2 2015 after selling out during the quarter.
Daruma Capital Management sold 36,833 Universal Health Services shares in Q2 2015, an estimated $4.34M.
Daruma Capital Management first reported a position in Universal Health Services in Q2 2013 and held it in 8 quarters.
Daruma Capital Management's Universal Health Services position peaked at $5.42M in Q4 2014.
462 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2015.

Based on Daruma Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.