Jacobs Levy Equity Management
UHS icon

Jacobs Levy Equity Management’s Universal Health Services UHS Stock Holding History

Jacobs Levy Equity 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
2016
Q4 		– Sell
-19,470
Closed -$2.4M – 1054
2016
Q3 		$2.4M Buy
+19,470
New +$2.47M 0.04% 385
2014
Q2 		– Sell
-11,300
Closed -$927K – 934
2014
Q1 		$927K Hold
11,300
– – 0.02% 562
2013
Q4 		$918K Buy
+11,300
New +$903K 0.01% 597

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Jacobs Levy Equity Management's UHS Position: Q4 2016 in Review

Jacobs Levy Equity Management sold out of Universal Health Services (UHS) in Q4 2016, closing a stake of 19,470 shares — an estimated $2.4M sold.

Jacobs Levy Equity Management first reported a position in UHS in Q4 2013 and held it in 3 quarters. The position peaked at $2.4M in Q3 2016. 432 funds tracked by Wall St. Rank hold UHS as of Q4 2016.

  • Jacobs Levy Equity Management reported no remaining Universal Health Services position as of Q4 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 19,470 Universal Health Services shares in Q4 2016, an estimated $2.4M.
  • Jacobs Levy Equity Management first reported a position in Universal Health Services in Q4 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Universal Health Services position peaked at $2.4M in Q3 2016.
  • 432 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2016, filed 14 Feb 2017.