Monroe Bank & Trust’s Universal Health Services UHS Stock Holding History

Monroe Bank & Trust’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
2017 Q3	–	Sell	-112	Closed	-$14K	–	236
2017 Q2	$14K	Hold	112	–	–	﹤0.01%	221
2017 Q1	$14K	Hold	112	–	–	﹤0.01%	221
2016 Q4	$12K	Buy	+112	New	+$13.3K	﹤0.01%	250
2016 Q2	–	Sell	-105	Closed	-$13K	–	301
2016 Q1	$13K	Hold	105	–	–	﹤0.01%	255
2015 Q4	$13K	Hold	105	–	–	﹤0.01%	246
2015 Q3	$13K	Hold	105	–	–	﹤0.01%	248
2015 Q2	$15K	Hold	105	–	–	0.01%	243
2015 Q1	$12K	Hold	105	–	–	﹤0.01%	272
2014 Q4	$12K	Buy	+105	New	+$11K	﹤0.01%	264

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monroe Bank & Trust's UHS Position: Q3 2017 in Review

Monroe Bank & Trust sold out of Universal Health Services (UHS) in Q3 2017, closing a stake of 112 shares — an estimated $14K sold.

Monroe Bank & Trust first reported a position in UHS in Q4 2014 and held it in 9 quarters. The position peaked at $15K in Q2 2015. 391 funds tracked by Wall St. Rank hold UHS as of Q3 2017.

Monroe Bank & Trust reported no remaining Universal Health Services position as of Q3 2017 after selling out during the quarter.
Monroe Bank & Trust sold 112 Universal Health Services shares in Q3 2017, an estimated $14K.
Monroe Bank & Trust first reported a position in Universal Health Services in Q4 2014 and held it in 9 quarters.
Monroe Bank & Trust's Universal Health Services position peaked at $15K in Q2 2015.
391 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2017.

Based on Monroe Bank & Trust's 13F filing for Q3 2017, filed 8 Nov 2017.