First Mercantile Trust’s Universal Health Services UHS Stock Holding History

First Mercantile 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
2021 Q3	$40K	Sell	289 -16	-5%	-$2.42K	0.01%	791
2021 Q2	$45K	Sell	305 -14	-4%	-$2.12K	0.01%	805
2021 Q1	$43K	Sell	319 -30	-9%	-$3.98K	﹤0.01%	791
2020 Q4	$48K	Sell	349 -20	-5%	-$2.49K	0.01%	788
2020 Q3	$47K	Buy	+369	New	+$39.5K	0.01%	785
2017 Q4	–	Sell	-1,231	Closed	-$137K	–	836
2017 Q3	$137K	Hold	1,231	–	–	0.02%	647
2017 Q2	$150K	Buy	+1,231	New	+$147K	0.03%	635
2017 Q1	–	Sell	-1,002	Closed	-$107K	–	860
2016 Q4	$107K	Buy	+1,002	New	+$119K	0.02%	741

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

First Mercantile Trust's UHS Position: Q3 2021 in Review

First Mercantile Trust reduced its Universal Health Services (UHS) stake by 5.2% in Q3 2021, selling an estimated $2.42K and leaving 289 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #791.

First Mercantile Trust first reported a position in UHS in Q4 2016 and has held it in 8 quarters since. The position peaked at $150K in Q2 2017. 468 funds tracked by Wall St. Rank hold UHS as of Q3 2021.

First Mercantile Trust held 289 shares of Universal Health Services worth $40K as of Q3 2021.
First Mercantile Trust sold 16 Universal Health Services shares in Q3 2021, an estimated $2.42K.
Universal Health Services made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #791 holding.
First Mercantile Trust first reported a position in Universal Health Services in Q4 2016 and has held it in 8 quarters since.
First Mercantile Trust's Universal Health Services position peaked at $150K in Q2 2017.
468 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.