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McKinley Carter Wealth Services’s Universal Health Services UHS Stock Holding History

McKinley Carter Wealth Services’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
2018
Q4 		– Sell
-1,695
Closed -$217K – 156
2018
Q3 		$217K Sell
1,695
-534
-24% -$65.5K 0.06% 153
2018
Q2 		$248K Sell
2,229
-1,464
-40% -$172K 0.08% 144
2018
Q1 		$437K Sell
3,693
-12,983
-78% -$1.54M 0.14% 100
2017
Q4 		$1.89M Sell
16,676
-1,054
-6% -$113K 0.65% 44
2017
Q3 		$1.97M Buy
17,730
+931
+6% +$105K 0.75% 40
2017
Q2 		$2.05M Buy
16,799
+154
+0.9% +$18.3K 0.91% 39
2017
Q1 		$2.07M Buy
16,645
+292
+2% +$34.5K 0.96% 39
2016
Q4 		$1.74M Sell
16,353
-338
-2% -$40K 0.88% 44
2016
Q3 		$2.06M Buy
16,691
+213
+1% +$27K 1.06% 34
2016
Q2 		$2.21M Sell
16,478
-143
-0.9% -$18.9K 1.15% 30
2016
Q1 		$2.07M Sell
16,621
-460
-3% -$51.7K 1.15% 27
2015
Q4 		$2.04M Buy
17,081
+127
+0.7% +$15.5K 1.17% 27
2015
Q3 		$2.12M Sell
16,954
-370
-2% -$51.5K 1.32% 20
2015
Q2 		$2.46M Sell
17,324
-503
-3% -$63K 1.34% 14
2015
Q1 		$2.1M Buy
17,827
+155
+0.9% +$17.1K 1.35% 20
2014
Q4 		$1.97M Buy
17,672
+312
+2% +$32.8K 1.54% 17
2014
Q3 		$1.81M Buy
17,360
+121
+0.7% +$12.9K 1.72% 11
2014
Q2 		$1.65M Sell
17,239
-189
-1% -$16.3K 1.74% 12
2014
Q1 		$1.43M Buy
17,428
+4,909
+39% +$395K 1.56% 18
2013
Q4 		$1.02M Buy
+12,519
New +$1M 0.99% 31

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McKinley Carter Wealth Services's UHS Position: Q4 2018 in Review

McKinley Carter Wealth Services sold out of Universal Health Services (UHS) in Q4 2018, closing a stake of 1,695 shares — an estimated $217K sold.

McKinley Carter Wealth Services first reported a position in UHS in Q4 2013 and held it in 20 quarters. The position peaked at $2.46M in Q2 2015. 431 funds tracked by Wall St. Rank hold UHS as of Q4 2018.

  • McKinley Carter Wealth Services reported no remaining Universal Health Services position as of Q4 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,695 Universal Health Services shares in Q4 2018, an estimated $217K.
  • McKinley Carter Wealth Services first reported a position in Universal Health Services in Q4 2013 and held it in 20 quarters.
  • McKinley Carter Wealth Services's Universal Health Services position peaked at $2.46M in Q2 2015.
  • 431 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.