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Moody Lynn & Lieberson’s Universal Health Services UHS Stock Holding History

Moody Lynn & Lieberson’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
2015
Q4 		– Sell
-3,374
Closed -$421K – 188
2015
Q3 		$421K Buy
3,374
+613
+22% +$85.3K 0.08% 119
2015
Q2 		$392K Buy
2,761
+97
+4% +$12.1K 0.06% 130
2015
Q1 		$314K Buy
+2,664
New +$295K 0.05% 149

Other funds holding UHS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Moody Lynn & Lieberson's UHS Position: Q4 2015 in Review

Moody Lynn & Lieberson sold out of Universal Health Services (UHS) in Q4 2015, closing a stake of 3,374 shares — an estimated $421K sold.

Moody Lynn & Lieberson first reported a position in UHS in Q1 2015 and held it in 3 quarters. The position peaked at $421K in Q3 2015. 455 funds tracked by Wall St. Rank hold UHS as of Q4 2015.

  • Moody Lynn & Lieberson reported no remaining Universal Health Services position as of Q4 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,374 Universal Health Services shares in Q4 2015, an estimated $421K.
  • Moody Lynn & Lieberson first reported a position in Universal Health Services in Q1 2015 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Universal Health Services position peaked at $421K in Q3 2015.
  • 455 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2015, filed 28 Jan 2016.