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Monarch Partners Asset Management’s Universal Health Services UHS Stock Holding History

Monarch Partners Asset 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
Q3 		– Sell
-48,942
Closed -$4.69M – 142
2014
Q2 		$4.69M Buy
48,942
+16,592
+51% +$1.43M 1.23% 24
2014
Q1 		$2.65M Buy
+32,350
New +$2.6M 0.97% 38

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monarch Partners Asset Management's UHS Position: Q3 2014 in Review

Monarch Partners Asset Management sold out of Universal Health Services (UHS) in Q3 2014, closing a stake of 48,942 shares — an estimated $4.69M sold.

Monarch Partners Asset Management first reported a position in UHS in Q1 2014 and held it in 2 quarters. The position peaked at $4.69M in Q2 2014. 425 funds tracked by Wall St. Rank hold UHS as of Q3 2014.

  • Monarch Partners Asset Management reported no remaining Universal Health Services position as of Q3 2014 after selling out during the quarter.
  • Monarch Partners Asset Management sold 48,942 Universal Health Services shares in Q3 2014, an estimated $4.69M.
  • Monarch Partners Asset Management first reported a position in Universal Health Services in Q1 2014 and held it in 2 quarters.
  • Monarch Partners Asset Management's Universal Health Services position peaked at $4.69M in Q2 2014.
  • 425 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2014.

Based on Monarch Partners Asset Management's 13F filing for Q3 2014, filed 10 Nov 2014.