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Meritage Portfolio Management’s Universal Health Services UHS Stock Holding History

Meritage Portfolio 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
2020
Q2 		– Sell
-19,256
Closed -$1.91M – 224
2020
Q1 		$1.91M Sell
19,256
-1,567
-8% -$198K 0.26% 112
2019
Q4 		$2.99M Sell
20,823
-321
-2% -$45.8K 0.26% 134
2019
Q3 		$3.15M Buy
21,144
+16,784
+385% +$2.41M 0.3% 103
2019
Q2 		$569K Buy
+4,360
New +$549K 0.06% 176

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meritage Portfolio Management's UHS Position: Q2 2020 in Review

Meritage Portfolio Management sold out of Universal Health Services (UHS) in Q2 2020, closing a stake of 19,256 shares — an estimated $1.91M sold.

Meritage Portfolio Management first reported a position in UHS in Q2 2019 and held it in 4 quarters. The position peaked at $3.15M in Q3 2019. 422 funds tracked by Wall St. Rank hold UHS as of Q2 2020.

  • Meritage Portfolio Management reported no remaining Universal Health Services position as of Q2 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 19,256 Universal Health Services shares in Q2 2020, an estimated $1.91M.
  • Meritage Portfolio Management first reported a position in Universal Health Services in Q2 2019 and held it in 4 quarters.
  • Meritage Portfolio Management's Universal Health Services position peaked at $3.15M in Q3 2019.
  • 422 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2020.

Based on Meritage Portfolio Management's 13F filing for Q2 2020, filed 27 Jul 2020.