Hefty Wealth Partners’s Universal Health Services UHS Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-5,354	Closed	-$607K	–	276
2017 Q4	$607K	Buy	5,354 +1,444	+37%	+$154K	0.38%	69
2017 Q3	$434K	Buy	+3,910	New	+$440K	0.29%	72
2017 Q1	–	Sell	-8,402	Closed	-$893K	–	267
2016 Q4	$893K	Buy	+8,402	New	+$995K	0.75%	43

Other funds holding UHS

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

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

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

GCM

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WCM

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

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

Hefty Wealth Partners's UHS Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Universal Health Services (UHS) in Q1 2018, closing a stake of 5,354 shares — an estimated $607K sold.

Hefty Wealth Partners first reported a position in UHS in Q4 2016 and held it in 3 quarters. The position peaked at $893K in Q4 2016. 430 funds tracked by Wall St. Rank hold UHS as of Q1 2018.

Hefty Wealth Partners reported no remaining Universal Health Services position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 5,354 Universal Health Services shares in Q1 2018, an estimated $607K.
Hefty Wealth Partners first reported a position in Universal Health Services in Q4 2016 and held it in 3 quarters.
Hefty Wealth Partners's Universal Health Services position peaked at $893K in Q4 2016.
430 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.