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Independent Portfolio Consultants’s Universal Health Services UHS Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-340
Closed -$41K – 803
2015
Q4 		$41K Sell
340
-190
-36% -$23.2K 0.01% 602
2015
Q3 		$66K Buy
530
+185
+54% +$25.7K 0.01% 541
2015
Q2 		$49K Buy
345
+195
+130% +$24.4K 0.01% 628
2015
Q1 		$18K Buy
150
+55
+58% +$6.08K ﹤0.01% 689
2014
Q4 		$11K Sell
95
-3,600
-97% -$378K ﹤0.01% 713
2014
Q3 		$386K Sell
3,695
-785
-18% -$83.4K 0.1% 323
2014
Q2 		$429K Sell
4,480
-1,010
-18% -$87.2K 0.12% 286
2014
Q1 		$450K Sell
5,490
-1,580
-22% -$127K 0.14% 263
2013
Q4 		$575K Sell
7,070
-200
-3% -$16K 0.2% 174
2013
Q3 		$545K Sell
7,270
-1,675
-19% -$117K 0.22% 177
2013
Q2 		$599K Buy
+8,945
New +$591K 0.27% 122

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Portfolio Consultants's UHS Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Universal Health Services (UHS) in Q1 2016, closing a stake of 340 shares — an estimated $41K sold.

Independent Portfolio Consultants first reported a position in UHS in Q2 2013 and held it in 11 quarters. The position peaked at $599K in Q2 2013. 449 funds tracked by Wall St. Rank hold UHS as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Universal Health Services position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 340 Universal Health Services shares in Q1 2016, an estimated $41K.
  • Independent Portfolio Consultants first reported a position in Universal Health Services in Q2 2013 and held it in 11 quarters.
  • Independent Portfolio Consultants's Universal Health Services position peaked at $599K in Q2 2013.
  • 449 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.