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Herndon Capital Management’s Universal Health Services UHS Stock Holding History

Herndon Capital 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
2016
Q4 		– Sell
-8
Closed -$1K – 528
2016
Q3 		$1K Hold
8
– – ﹤0.01% 545
2016
Q2 		$1K Buy
+8
New +$1.05K ﹤0.01% 559

Other funds holding UHS

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MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Herndon Capital Management's UHS Position: Q4 2016 in Review

Herndon Capital Management sold out of Universal Health Services (UHS) in Q4 2016, closing a stake of 8 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in UHS in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 433 funds tracked by Wall St. Rank hold UHS as of Q4 2016.

  • Herndon Capital Management reported no remaining Universal Health Services position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 8 Universal Health Services shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in Universal Health Services in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Universal Health Services position peaked at $1K in Q3 2016.
  • 433 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.