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Doyle Wealth Management’s Universal Health Services UHS Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-500
Closed -$65K – 718
2019
Q2 		$65K Buy
+500
New +$62.9K 0.01% 318
2019
Q1 		– Sell
-500
Closed -$58K – 708
2018
Q4 		$58K Buy
+500
New +$62.8K 0.01% 330

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Doyle Wealth Management's UHS Position: Q3 2019 in Review

Doyle Wealth Management sold out of Universal Health Services (UHS) in Q3 2019, closing a stake of 500 shares — an estimated $65K sold.

Doyle Wealth Management first reported a position in UHS in Q4 2018 and held it in 2 quarters. The position peaked at $65K in Q2 2019. 462 funds tracked by Wall St. Rank hold UHS as of Q3 2019.

  • Doyle Wealth Management reported no remaining Universal Health Services position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 500 Universal Health Services shares in Q3 2019, an estimated $65K.
  • Doyle Wealth Management first reported a position in Universal Health Services in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Universal Health Services position peaked at $65K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.