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

LBA 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
2017
Q1 		$1K Hold
8
– – ﹤0.01% 433
2016
Q4 		$1K Hold
8
– – ﹤0.01% 437
2016
Q3 		$1K Sell
8
-59
-88% -$7.47K ﹤0.01% 442
2016
Q2 		$9K Buy
67
+8
+14% +$1.05K 0.01% 318
2016
Q1 		$7K Hold
59
– – ﹤0.01% 328
2015
Q4 		$7K Buy
+59
New +$7.21K ﹤0.01% 320

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

LBA Wealth Management's UHS Position: Q1 2017 in Review

LBA Wealth Management held its Universal Health Services (UHS) position steady in Q1 2017 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

LBA Wealth Management first reported a position in UHS in Q4 2015 and has held it in 6 quarters since. The position peaked at $9K in Q2 2016. 439 funds tracked by Wall St. Rank hold UHS as of Q1 2017.

  • LBA Wealth Management held 8 shares of Universal Health Services worth $1K as of Q1 2017.
  • LBA Wealth Management left its Universal Health Services share count unchanged in Q1 2017.
  • Universal Health Services made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #433 holding.
  • LBA Wealth Management first reported a position in Universal Health Services in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Universal Health Services position peaked at $9K in Q2 2016.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.