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Kanaly Trust’s Universal Health Services UHS Stock Holding History

Kanaly Trust’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
Q1 		– Sell
-38
Closed -$5K – 930
2015
Q4 		$5K Hold
38
– – ﹤0.01% 677
2015
Q3 		$5K Sell
38
-36
-49% -$5.01K ﹤0.01% 653
2015
Q2 		$11K Buy
+74
New +$9.27K ﹤0.01% 542

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kanaly Trust's UHS Position: Q1 2016 in Review

Kanaly Trust sold out of Universal Health Services (UHS) in Q1 2016, closing a stake of 38 shares — an estimated $5K sold.

Kanaly Trust first reported a position in UHS in Q2 2015 and held it in 3 quarters. The position peaked at $11K in Q2 2015. 449 funds tracked by Wall St. Rank hold UHS as of Q1 2016.

  • Kanaly Trust reported no remaining Universal Health Services position as of Q1 2016 after selling out during the quarter.
  • Kanaly Trust sold 38 Universal Health Services shares in Q1 2016, an estimated $5K.
  • Kanaly Trust first reported a position in Universal Health Services in Q2 2015 and held it in 3 quarters.
  • Kanaly Trust's Universal Health Services position peaked at $11K in Q2 2015.
  • 449 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2016.

Based on Kanaly Trust's 13F filing for Q1 2016, filed 13 Apr 2016.