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Hirtle Callaghan & Co’s Universal Health Services UHS Stock Holding History

Hirtle Callaghan & Co’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
2015
Q1 		– Sell
-3,600
Closed -$401K – 343
2014
Q4 		$401K Hold
3,600
– – 0.09% 127
2014
Q3 		$376K Hold
3,600
– – 0.06% 136
2014
Q2 		$345K Hold
3,600
– – 0.05% 184
2014
Q1 		$295K Hold
3,600
– – 0.05% 185
2013
Q4 		$293K Hold
3,600
– – 0.04% 191
2013
Q3 		$270K Buy
+3,600
New +$251K 0.04% 193

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Hirtle Callaghan & Co's UHS Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Universal Health Services (UHS) in Q1 2015, closing a stake of 3,600 shares — an estimated $401K sold.

Hirtle Callaghan & Co first reported a position in UHS in Q3 2013 and held it in 6 quarters. The position peaked at $401K in Q4 2014. 446 funds tracked by Wall St. Rank hold UHS as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining Universal Health Services position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 3,600 Universal Health Services shares in Q1 2015, an estimated $401K.
  • Hirtle Callaghan & Co first reported a position in Universal Health Services in Q3 2013 and held it in 6 quarters.
  • Hirtle Callaghan & Co's Universal Health Services position peaked at $401K in Q4 2014.
  • 446 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.