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Legacy Financial Advisors’s Universal Health Services UHS Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-10
Closed -$1K – 860
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1024
2018
Q4 		$1K Buy
+10
New +$1.26K ﹤0.01% 946
2018
Q2 		– Sell
-4
Closed – – 958
2018
Q1 		$0 Hold
4
– – ﹤0.01% 909
2017
Q4 		$0 Buy
+4
New +$427 ﹤0.01% 859

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Legacy Financial Advisors's UHS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Universal Health Services (UHS) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in UHS in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 441 funds tracked by Wall St. Rank hold UHS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Universal Health Services position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 10 Universal Health Services shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Universal Health Services in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Universal Health Services position peaked at $1K in Q1 2019.
  • 441 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.