Kaizen Advisory’s Universal Health Services UHS Stock Holding History

Kaizen Advisory’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
2018 Q4	$27K	Buy	232 +36	+18%	+$4.53K	0.02%	461
2018 Q3	$25K	Hold	196	–	–	0.01%	489
2018 Q2	$22K	Buy	196 +114	+139%	+$13.4K	0.01%	526
2018 Q1	$10K	Hold	82	–	–	0.01%	493
2017 Q4	$9K	Buy	+82	New	+$8.76K	0.01%	514

Other funds holding UHS

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

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

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

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

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

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kaizen Advisory's UHS Position: Q4 2018 in Review

Kaizen Advisory increased its Universal Health Services (UHS) stake by 18% in Q4 2018, buying an estimated $4.53K and bringing the position to 232 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #461.

Kaizen Advisory first reported a position in UHS in Q4 2017 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold UHS as of Q4 2018.

Kaizen Advisory held 232 shares of Universal Health Services worth $27K as of Q4 2018.
Kaizen Advisory bought 36 Universal Health Services shares in Q4 2018, an estimated $4.53K.
Universal Health Services made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #461 holding.
Kaizen Advisory first reported a position in Universal Health Services in Q4 2017 and has held it in 5 quarters since.
431 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.