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Equitable Trust’s Universal Health Services UHS Stock Holding History

Equitable Trust’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
-2,985
Closed -$390K – 292
2019
Q2 		$390K Hold
2,985
– – 0.04% 212
2019
Q1 		$399K Sell
2,985
-1,305
-30% -$172K 0.05% 211
2018
Q4 		$500K Hold
4,290
– – 0.07% 180
2018
Q3 		$549K Sell
4,290
-40
-0.9% -$4.91K 0.06% 193
2018
Q2 		$482K Buy
+4,330
New +$507K 0.06% 189

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

Equitable Trust's UHS Position: Q3 2019 in Review

Equitable Trust sold out of Universal Health Services (UHS) in Q3 2019, closing a stake of 2,985 shares — an estimated $390K sold.

Equitable Trust first reported a position in UHS in Q2 2018 and held it in 5 quarters. The position peaked at $549K in Q3 2018. 462 funds tracked by Wall St. Rank hold UHS as of Q3 2019.

  • Equitable Trust reported no remaining Universal Health Services position as of Q3 2019 after selling out during the quarter.
  • Equitable Trust sold 2,985 Universal Health Services shares in Q3 2019, an estimated $390K.
  • Equitable Trust first reported a position in Universal Health Services in Q2 2018 and held it in 5 quarters.
  • Equitable Trust's Universal Health Services position peaked at $549K in Q3 2018.
  • 462 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2019.

Based on Equitable Trust's 13F filing for Q3 2019, filed 19 Nov 2019.