IRF
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IBM Retirement Fund’s Universal Health Services UHS Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-2,122
Closed -$294K – 697
2021
Q3 		$294K Hold
2,122
– – 0.02% 579
2021
Q2 		$311K Sell
2,122
-393
-16% -$59.4K 0.02% 573
2021
Q1 		$335K Sell
2,515
-193
-7% -$25.6K 0.02% 574
2020
Q4 		$372K Buy
2,708
+316
+13% +$39.3K 0.03% 540
2020
Q3 		$256K Buy
+2,392
New +$256K 0.02% 572
2018
Q2 		– Sell
-1,885
Closed -$223K – 521
2018
Q1 		$223K Buy
+1,885
New +$224K 0.04% 484
2017
Q1 		– Sell
-6,878
Closed -$732K – 719
2016
Q4 		$732K Sell
6,878
-1,169
-15% -$138K 0.03% 446
2016
Q3 		$992K Sell
8,047
-2,096
-21% -$265K 0.05% 393
2016
Q2 		$1.42M Sell
10,143
-697
-6% -$91.9K 0.05% 358
2016
Q1 		$1.41M Sell
10,840
-11,452
-51% -$1.29M 0.05% 361
2015
Q4 		$2.66M Buy
22,292
+1,079
+5% +$132K 0.05% 391
2015
Q3 		$2.72M Sell
21,213
-1,205
-5% -$168K 0.06% 342
2015
Q2 		$3.19M Buy
22,418
+262
+1% +$32.8K 0.06% 331
2015
Q1 		$2.61M Sell
22,156
-34
-0.2% -$3.76K 0.05% 401
2014
Q4 		$2.47M Buy
22,190
+1,004
+5% +$105K 0.05% 410
2014
Q3 		$2.24M Sell
21,186
-1,766
-8% -$188K 0.04% 419
2014
Q2 		$2.18M Sell
22,952
-619
-3% -$53.5K 0.04% 458
2014
Q1 		$1.93M Sell
23,571
-13,066
-36% -$1.05M 0.04% 486
2013
Q4 		$2.98M Sell
36,637
-359
-1% -$28.7K 0.04% 486
2013
Q3 		$2.77M Sell
36,996
-5,054
-12% -$353K 0.04% 505
2013
Q2 		$2.82M Buy
+42,050
New +$2.78M 0.03% 513

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IBM Retirement Fund's UHS Position: Q4 2021 in Review

IBM Retirement Fund sold out of Universal Health Services (UHS) in Q4 2021, closing a stake of 2,122 shares — an estimated $294K sold.

IBM Retirement Fund first reported a position in UHS in Q2 2013 and held it in 21 quarters. The position peaked at $3.19M in Q2 2015. 454 funds tracked by Wall St. Rank hold UHS as of Q4 2021.

  • IBM Retirement Fund reported no remaining Universal Health Services position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 2,122 Universal Health Services shares in Q4 2021, an estimated $294K.
  • IBM Retirement Fund first reported a position in Universal Health Services in Q2 2013 and held it in 21 quarters.
  • IBM Retirement Fund's Universal Health Services position peaked at $3.19M in Q2 2015.
  • 454 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.