FormulaFolio Investments’s Universal Health Services UHS Stock Holding History

FormulaFolio Investments’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
2020 Q1	–	Sell	-4,276	Closed	-$613K	–	369
2019 Q4	$613K	Buy	+4,276	New	+$610K	0.02%	223
2016 Q2	–	Sell	-7,454	Closed	-$930K	–	143
2016 Q1	$930K	Buy	7,454 +923	+14%	+$104K	0.16%	53
2015 Q4	$780K	Buy	+6,531	New	+$798K	0.2%	43
2015 Q3	–	Sell	-7,220	Closed	-$1.03M	–	126
2015 Q2	$1.03M	Buy	7,220 +885	+14%	+$111K	0.29%	37
2015 Q1	$746K	Buy	6,335 +2,480	+64%	+$274K	0.23%	39
2014 Q4	$429K	Buy	+3,855	New	+$405K	0.17%	50

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

FormulaFolio Investments's UHS Position: Q1 2020 in Review

FormulaFolio Investments sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 4,276 shares — an estimated $613K sold.

FormulaFolio Investments first reported a position in UHS in Q4 2014 and held it in 6 quarters. The position peaked at $1.03M in Q2 2015. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

FormulaFolio Investments reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
FormulaFolio Investments sold 4,276 Universal Health Services shares in Q1 2020, an estimated $613K.
FormulaFolio Investments first reported a position in Universal Health Services in Q4 2014 and held it in 6 quarters.
FormulaFolio Investments's Universal Health Services position peaked at $1.03M in Q2 2015.
421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.