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LMCG Investments’s Universal Health Services UHS Stock Holding History

LMCG Investments’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
2014
Q1 		– Sell
-16,352
Closed -$1.33M – 488
2013
Q4 		$1.33M Sell
16,352
-5,585
-25% -$446K 0.03% 360
2013
Q3 		$1.65M Sell
21,937
-164
-0.7% -$11.4K 0.04% 330
2013
Q2 		$1.48M Buy
+22,101
New +$1.46M 0.04% 331

Other funds holding UHS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LMCG Investments's UHS Position: Q1 2014 in Review

LMCG Investments sold out of Universal Health Services (UHS) in Q1 2014, closing a stake of 16,352 shares — an estimated $1.33M sold.

LMCG Investments first reported a position in UHS in Q2 2013 and held it in 3 quarters. The position peaked at $1.65M in Q3 2013. 340 funds tracked by Wall St. Rank hold UHS as of Q1 2014.

  • LMCG Investments reported no remaining Universal Health Services position as of Q1 2014 after selling out during the quarter.
  • LMCG Investments sold 16,352 Universal Health Services shares in Q1 2014, an estimated $1.33M.
  • LMCG Investments first reported a position in Universal Health Services in Q2 2013 and held it in 3 quarters.
  • LMCG Investments's Universal Health Services position peaked at $1.65M in Q3 2013.
  • 340 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2014.

Based on LMCG Investments's 13F filing for Q1 2014, filed 12 May 2014.