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Newfound Research’s Universal Health Services UHS Stock Holding History

Newfound Research’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
-15
Closed – – 184
2020
Q1 		$0 Hold
15
– – ﹤0.01% 196
2019
Q4 		$1K Sell
15
-4
-21% -$570 ﹤0.01% 131
2019
Q3 		$1K Buy
19
+1
+6% +$144 ﹤0.01% 144
2019
Q2 		$1K Buy
18
+6
+50% +$755 ﹤0.01% 145
2019
Q1 		$0 Buy
12
+8
+200% +$1.05K ﹤0.01% 220
2018
Q4 		$0 Buy
4
+1
+33% +$126 ﹤0.01% 206
2018
Q3 		$0 Hold
3
– – ﹤0.01% 224
2018
Q2 		$0 Hold
3
– – ﹤0.01% 218
2018
Q1 		$0 Buy
+3
New +$356 ﹤0.01% 255

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

Newfound Research's UHS Position: Q2 2020 in Review

Newfound Research sold out of Universal Health Services (UHS) in Q2 2020, closing a stake of 15 shares.

Newfound Research first reported a position in UHS in Q1 2018 and held it in 9 quarters. The position peaked at $1K in Q4 2019. 422 funds tracked by Wall St. Rank hold UHS as of Q2 2020.

  • Newfound Research reported no remaining Universal Health Services position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 15 Universal Health Services shares in Q2 2020.
  • Newfound Research first reported a position in Universal Health Services in Q1 2018 and held it in 9 quarters.
  • Newfound Research's Universal Health Services position peaked at $1K in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.