Echo Street Capital Management’s Universal Health Services UHS Stock Holding History

Echo Street 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
2023 Q1	–	Sell	-2,132	Closed	-$300K	–	608
2022 Q4	$300K	Buy	+2,132	New	+$252K	﹤0.01%	407
2022 Q3	–	Sell	-5,996	Closed	-$604K	–	696
2022 Q2	$604K	Buy	5,996 +156	+3%	+$19.5K	0.01%	267
2022 Q1	$847K	Sell	5,840 -358	-6%	-$49.5K	0.01%	272
2021 Q4	$804K	Sell	6,198 -2,392	-28%	-$307K	0.01%	301
2021 Q3	$1.19M	Buy	8,590 +3,100	+56%	+$469K	0.01%	214
2021 Q2	$804K	Buy	+5,490	New	+$830K	0.01%	238

Other funds holding UHS

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Echo Street Capital Management's UHS Position: Q1 2023 in Review

Echo Street Capital Management sold out of Universal Health Services (UHS) in Q1 2023, closing a stake of 2,132 shares — an estimated $300K sold.

Echo Street Capital Management first reported a position in UHS in Q2 2021 and held it in 6 quarters. The position peaked at $1.19M in Q3 2021. 419 funds tracked by Wall St. Rank hold UHS as of Q1 2023.

Echo Street Capital Management reported no remaining Universal Health Services position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,132 Universal Health Services shares in Q1 2023, an estimated $300K.
Echo Street Capital Management first reported a position in Universal Health Services in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's Universal Health Services position peaked at $1.19M in Q3 2021.
419 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.