LIA
UHS icon

LS Investment Advisors’s Universal Health Services UHS Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-1,555
Closed -$207K – 698
2021
Q1 		$207K Sell
1,555
-765
-33% -$101K 0.01% 759
2020
Q4 		$319K Buy
+2,320
New +$289K 0.02% 603
2020
Q3 		– Sell
-1,697
Closed -$158K – 1421
2020
Q2 		$158K Buy
1,697
+316
+23% +$31.6K 0.01% 822
2020
Q1 		$137K Sell
1,381
-912
-40% -$115K 0.01% 772
2019
Q4 		$329K Sell
2,293
-1
-0% -$143 0.02% 627
2019
Q3 		$341K Sell
2,294
-61
-3% -$8.76K 0.02% 585
2019
Q2 		$307K Sell
2,355
-51
-2% -$6.42K 0.02% 619
2019
Q1 		$322K Sell
2,406
-32
-1% -$4.21K 0.02% 613
2018
Q4 		$284K Sell
2,438
-1,804
-43% -$227K 0.02% 617
2018
Q3 		$542K Sell
4,242
-140
-3% -$17.2K 0.03% 467
2018
Q2 		$488K Buy
4,382
+246
+6% +$28.8K 0.03% 509
2018
Q1 		$490K Buy
4,136
+902
+28% +$107K 0.03% 503
2017
Q4 		$367K Sell
3,234
-14
-0.4% -$1.5K 0.02% 635
2017
Q3 		$360K Buy
3,248
+332
+11% +$37.4K 0.02% 674
2017
Q2 		$356K Buy
2,916
+402
+16% +$47.9K 0.02% 662
2017
Q1 		$313K Buy
2,514
+230
+10% +$27.2K 0.02% 667
2016
Q4 		$243K Buy
2,284
+158
+7% +$18.7K 0.02% 726
2016
Q3 		$262K Sell
2,126
-534
-20% -$67.6K 0.02% 654
2016
Q2 		$357K Sell
2,660
-138
-5% -$18.2K 0.02% 543
2016
Q1 		$349K Buy
2,798
+34
+1% +$3.82K 0.03% 517
2015
Q4 		$330K Sell
2,764
-52
-2% -$6.36K 0.03% 517
2015
Q3 		$351K Buy
2,816
+139
+5% +$19.3K 0.03% 505
2015
Q2 		$380K Sell
2,677
-300
-10% -$37.6K 0.03% 477
2015
Q1 		$350K Hold
2,977
– – 0.03% 469
2014
Q4 		$331K Buy
2,977
+466
+19% +$48.9K 0.03% 482
2014
Q3 		$262K Buy
2,511
+517
+26% +$54.9K 0.02% 499
2014
Q2 		$191K Sell
1,994
-79
-4% -$6.82K 0.02% 568
2014
Q1 		$170K Hold
2,073
– – 0.01% 588
2013
Q4 		$168K Buy
+2,073
New +$166K 0.02% 585

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LS Investment Advisors's UHS Position: Q2 2021 in Review

LS Investment Advisors sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 1,555 shares — an estimated $207K sold.

LS Investment Advisors first reported a position in UHS in Q4 2013 and held it in 29 quarters. The position peaked at $542K in Q3 2018. 473 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

  • LS Investment Advisors reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 1,555 Universal Health Services shares in Q2 2021, an estimated $207K.
  • LS Investment Advisors first reported a position in Universal Health Services in Q4 2013 and held it in 29 quarters.
  • LS Investment Advisors's Universal Health Services position peaked at $542K in Q3 2018.
  • 473 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.