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Loeb Offshore Management’s Universal Health Services UHS Stock Holding History

Loeb Offshore 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
2014
Q1 		– Sell
-6,285
Closed -$511K – 213
2013
Q4 		$511K Buy
6,285
+1,192
+23% +$95.2K 0.14% 119
2013
Q3 		$382K Buy
+5,093
New +$355K 0.12% 148

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

Loeb Offshore Management's UHS Position: Q1 2014 in Review

Loeb Offshore Management sold out of Universal Health Services (UHS) in Q1 2014, closing a stake of 6,285 shares — an estimated $511K sold.

Loeb Offshore Management first reported a position in UHS in Q3 2013 and held it in 2 quarters. The position peaked at $511K in Q4 2013. 340 funds tracked by Wall St. Rank hold UHS as of Q1 2014.

  • Loeb Offshore Management reported no remaining Universal Health Services position as of Q1 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 6,285 Universal Health Services shares in Q1 2014, an estimated $511K.
  • Loeb Offshore Management first reported a position in Universal Health Services in Q3 2013 and held it in 2 quarters.
  • Loeb Offshore Management's Universal Health Services position peaked at $511K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2014.

Based on Loeb Offshore Management's 13F filing for Q1 2014, filed 15 May 2014.