Financial Architects (New Jersey)’s Universal Health Services UHS Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-300	Closed	-$40K	–	1473
2019 Q1	$40K	Buy	300 +23	+8%	+$3.03K	0.01%	677
2018 Q4	$32K	Hold	277	–	–	0.01%	667
2018 Q3	$35K	Sell	277 -5	-2%	-$614	0.01%	758
2018 Q2	$31K	Buy	282 +28	+11%	+$3.28K	0.01%	698
2018 Q1	$30K	Sell	254 -20	-7%	-$2.38K	0.01%	780
2017 Q4	$31K	Hold	274	–	–	0.01%	843
2017 Q3	$30K	Buy	274 +45	+20%	+$5.07K	0.01%	851
2017 Q2	$28K	Buy	229 +28	+14%	+$3.33K	0.01%	868
2017 Q1	$25K	Sell	201 -28	-12%	-$3.31K	﹤0.01%	874
2016 Q4	$24K	Sell	229 -30	-12%	-$3.55K	0.01%	799
2016 Q3	$32K	Buy	259 +40	+18%	+$5.07K	0.01%	709
2016 Q2	$29K	Buy	219 +190	+655%	+$25.1K	0.01%	683
2016 Q1	$4K	Buy	+29	New	+$3.26K	﹤0.01%	947
2015 Q3	–	Sell	-29	Closed	-$4K	–	869
2015 Q2	$4K	Sell	29 -31	-52%	-$3.88K	﹤0.01%	1020
2015 Q1	$7K	Buy	+60	New	+$6.64K	﹤0.01%	809

Other funds holding UHS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Financial Architects (New Jersey)'s UHS Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Universal Health Services (UHS) in Q2 2019, closing a stake of 300 shares — an estimated $40K sold.

Financial Architects (New Jersey) first reported a position in UHS in Q1 2015 and held it in 15 quarters. The position peaked at $40K in Q1 2019. 441 funds tracked by Wall St. Rank hold UHS as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Universal Health Services position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 300 Universal Health Services shares in Q2 2019, an estimated $40K.
Financial Architects (New Jersey) first reported a position in Universal Health Services in Q1 2015 and held it in 15 quarters.
Financial Architects (New Jersey)'s Universal Health Services position peaked at $40K in Q1 2019.
441 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.