JIR
UHS icon

James Investment Research’s Universal Health Services UHS Stock Holding History

James Investment Research’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
2020
Q1 		– Sell
-770
Closed -$110K – 534
2019
Q4 		$110K Buy
+770
New +$110K 0.01% 322
2019
Q1 		– Sell
-9,000
Closed -$1.05M – 908
2018
Q4 		$1.05M Buy
+9,000
New +$1.13M 0.07% 326

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

James Investment Research's UHS Position: Q1 2020 in Review

James Investment Research sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 770 shares — an estimated $110K sold.

James Investment Research first reported a position in UHS in Q4 2018 and held it in 2 quarters. The position peaked at $1.05M in Q4 2018. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

  • James Investment Research reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
  • James Investment Research sold 770 Universal Health Services shares in Q1 2020, an estimated $110K.
  • James Investment Research first reported a position in Universal Health Services in Q4 2018 and held it in 2 quarters.
  • James Investment Research's Universal Health Services position peaked at $1.05M in Q4 2018.
  • 421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.