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

Epoch 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
2023
Q2 		– Sell
-276,607
Closed -$35.2M – 462
2023
Q1 		$35.2M Sell
276,607
-215,008
-44% -$29.7M 0.21% 159
2022
Q4 		$69.3M Buy
491,615
+33,521
+7% +$3.96M 0.41% 81
2022
Q3 		$40.4M Buy
458,094
+128,973
+39% +$13.3M 0.26% 127
2022
Q2 		$33.1M Buy
329,121
+226,936
+222% +$28.4M 0.19% 165
2022
Q1 		$14.8M Buy
102,185
+7,959
+8% +$1.1M 0.07% 240
2021
Q4 		$12.2M Buy
+94,226
New +$12.1M 0.06% 257
2020
Q4 		– Sell
-30,753
Closed -$3.29M – 341
2020
Q3 		$3.29M Sell
30,753
-61,437
-67% -$6.57M 0.02% 264
2020
Q2 		$8.56M Buy
92,190
+2,970
+3% +$297K 0.04% 220
2020
Q1 		$8.84M Buy
+89,220
New +$11.3M 0.05% 210
2019
Q2 		– Sell
-1,165,218
Closed -$156M – 316
2019
Q1 		$156M Sell
1,165,218
-85,568
-7% -$11.3M 0.68% 51
2018
Q4 		$146M Sell
1,250,786
-72,030
-5% -$9.05M 0.68% 50
2018
Q3 		$169M Buy
1,322,816
+55,453
+4% +$6.81M 0.64% 49
2018
Q2 		$141K Buy
1,267,363
+342,013
+37% +$40.1M 0.44% 72
2018
Q1 		$110M Buy
925,350
+390,659
+73% +$46.4M 0.39% 91
2017
Q4 		$60.6M Buy
534,691
+16,913
+3% +$1.81M 0.2% 101
2017
Q3 		$57.4M Sell
517,778
-10,446
-2% -$1.18M 0.19% 108
2017
Q2 		$64.5M Buy
528,224
+14,990
+3% +$1.78M 0.22% 110
2017
Q1 		$63.9M Buy
513,234
+58,884
+13% +$6.96M 0.21% 110
2016
Q4 		$48.3M Buy
454,350
+74,017
+19% +$8.77M 0.18% 105
2016
Q3 		$46.9M Buy
380,333
+25,637
+7% +$3.25M 0.17% 115
2016
Q2 		$47.6M Buy
+354,696
New +$46.8M 0.18% 115

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epoch Investment Partners's UHS Position: Q2 2023 in Review

Epoch Investment Partners sold out of Universal Health Services (UHS) in Q2 2023, closing a stake of 276,607 shares — an estimated $35.2M sold.

Epoch Investment Partners first reported a position in UHS in Q2 2016 and held it in 21 quarters. The position peaked at $169M in Q3 2018. 458 funds tracked by Wall St. Rank hold UHS as of Q2 2023.

  • Epoch Investment Partners reported no remaining Universal Health Services position as of Q2 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 276,607 Universal Health Services shares in Q2 2023, an estimated $35.2M.
  • Epoch Investment Partners first reported a position in Universal Health Services in Q2 2016 and held it in 21 quarters.
  • Epoch Investment Partners's Universal Health Services position peaked at $169M in Q3 2018.
  • 458 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2023.

Based on Epoch Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.