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Excalibur Management’s Universal Health Services UHS Stock Holding History

Excalibur 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
Q3 		– Sell
-1,458
Closed -$207K – 71
2015
Q2 		$207K Buy
+1,458
New +$183K 0.19% 61

Other funds holding UHS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
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

Excalibur Management's UHS Position: Q3 2015 in Review

Excalibur Management sold out of Universal Health Services (UHS) in Q3 2015, closing a stake of 1,458 shares — an estimated $207K sold.

Excalibur Management first reported a position in UHS in Q2 2015 and held it in 1 quarter. The position peaked at $207K in Q2 2015. 463 funds tracked by Wall St. Rank hold UHS as of Q3 2015.

  • Excalibur Management reported no remaining Universal Health Services position as of Q3 2015 after selling out during the quarter.
  • Excalibur Management sold 1,458 Universal Health Services shares in Q3 2015, an estimated $207K.
  • Excalibur Management first reported a position in Universal Health Services in Q2 2015 and held it in 1 quarter.
  • Excalibur Management's Universal Health Services position peaked at $207K in Q2 2015.
  • 463 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2015.

Based on Excalibur Management's 13F filing for Q3 2015, filed 23 Oct 2015.