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

Jacobi 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
2021 Q4	–	Sell	-20	Closed	-$3K	–	1263
2021 Q3	$3K	Sell	20 -176	-90%	-$26.6K	﹤0.01%	1296
2021 Q2	$29K	Hold	196	–	–	﹤0.01%	753
2021 Q1	$26K	Hold	196	–	–	﹤0.01%	727
2020 Q4	$27K	Hold	196	–	–	﹤0.01%	664
2020 Q3	$21K	Hold	196	–	–	﹤0.01%	664
2020 Q2	$18K	Hold	196	–	–	﹤0.01%	671
2020 Q1	$19K	Buy	+196	New	+$24.8K	﹤0.01%	590

Other funds holding UHS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobi Capital Management's UHS Position: Q4 2021 in Review

Jacobi Capital Management sold out of Universal Health Services (UHS) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in UHS in Q1 2020 and held it in 7 quarters. The position peaked at $29K in Q2 2021. 454 funds tracked by Wall St. Rank hold UHS as of Q4 2021.

Jacobi Capital Management reported no remaining Universal Health Services position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 20 Universal Health Services shares in Q4 2021, an estimated $3K.
Jacobi Capital Management first reported a position in Universal Health Services in Q1 2020 and held it in 7 quarters.
Jacobi Capital Management's Universal Health Services position peaked at $29K in Q2 2021.
454 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.