NCM
UHS icon

Nelson Capital Management’s Universal Health Services UHS Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-400
Closed -$60K – 279
2019
Q3 		$60K Buy
+400
New +$57.5K 0.01% 135

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Nelson Capital Management's UHS Position: Q4 2019 in Review

Nelson Capital Management sold out of Universal Health Services (UHS) in Q4 2019, closing a stake of 400 shares — an estimated $60K sold.

Nelson Capital Management first reported a position in UHS in Q3 2019 and held it in 1 quarter. The position peaked at $60K in Q3 2019. 477 funds tracked by Wall St. Rank hold UHS as of Q4 2019.

  • Nelson Capital Management reported no remaining Universal Health Services position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 400 Universal Health Services shares in Q4 2019, an estimated $60K.
  • Nelson Capital Management first reported a position in Universal Health Services in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's Universal Health Services position peaked at $60K in Q3 2019.
  • 477 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.