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Jacobus Wealth Management’s Universal Health Services UHS Stock Holding History

Jacobus Wealth 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
2014
Q4 		– Sell
-1,000
Closed -$105K – 311
2014
Q3 		$105K Buy
+1,000
New +$106K 0.03% 293

Other funds holding UHS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Jacobus Wealth Management's UHS Position: Q4 2014 in Review

Jacobus Wealth Management sold out of Universal Health Services (UHS) in Q4 2014, closing a stake of 1,000 shares — an estimated $105K sold.

Jacobus Wealth Management first reported a position in UHS in Q3 2014 and held it in 1 quarter. The position peaked at $105K in Q3 2014. 428 funds tracked by Wall St. Rank hold UHS as of Q4 2014.

  • Jacobus Wealth Management reported no remaining Universal Health Services position as of Q4 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,000 Universal Health Services shares in Q4 2014, an estimated $105K.
  • Jacobus Wealth Management first reported a position in Universal Health Services in Q3 2014 and held it in 1 quarter.
  • Jacobus Wealth Management's Universal Health Services position peaked at $105K in Q3 2014.
  • 428 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2014.

Based on Jacobus Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.