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Invictus RG’s Universal Health Services UHS Stock Holding History

Invictus RG’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
-1,084
Closed -$134K – 773
2016
Q3 		$134K Buy
+1,084
New +$137K 0.1% 353
2016
Q2 		– Sell
-94
Closed -$12K – 728
2016
Q1 		$12K Sell
94
-442
-82% -$49.7K 0.01% 472
2015
Q4 		$64K Buy
+536
New +$65.5K 0.06% 336

Other funds holding UHS

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

Invictus RG's UHS Position: Q4 2016 in Review

Invictus RG sold out of Universal Health Services (UHS) in Q4 2016, closing a stake of 1,084 shares — an estimated $134K sold.

Invictus RG first reported a position in UHS in Q4 2015 and held it in 3 quarters. The position peaked at $134K in Q3 2016. 433 funds tracked by Wall St. Rank hold UHS as of Q4 2016.

  • Invictus RG reported no remaining Universal Health Services position as of Q4 2016 after selling out during the quarter.
  • Invictus RG sold 1,084 Universal Health Services shares in Q4 2016, an estimated $134K.
  • Invictus RG first reported a position in Universal Health Services in Q4 2015 and held it in 3 quarters.
  • Invictus RG's Universal Health Services position peaked at $134K in Q3 2016.
  • 433 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2016.

Based on Invictus RG's 13F filing for Q4 2016, filed 14 Feb 2017.