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LifePlan Financial Group’s Universal Health Services UHS Stock Holding History

LifePlan Financial Group’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
-100
Closed -$14K – 577
2019
Q4 		$14K Hold
100
– – 0.01% 392
2019
Q3 		$15K Hold
100
– – 0.01% 379
2019
Q2 		$13K Buy
+100
New +$12.6K 0.01% 384

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Financial Group's UHS Position: Q1 2020 in Review

LifePlan Financial Group sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 100 shares — an estimated $14K sold.

LifePlan Financial Group first reported a position in UHS in Q2 2019 and held it in 3 quarters. The position peaked at $15K in Q3 2019. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

  • LifePlan Financial Group reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 100 Universal Health Services shares in Q1 2020, an estimated $14K.
  • LifePlan Financial Group first reported a position in Universal Health Services in Q2 2019 and held it in 3 quarters.
  • LifePlan Financial Group's Universal Health Services position peaked at $15K in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.