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

Novare 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
2014
Q1 		– Sell
-21,031
Closed -$1.71M – 124
2013
Q4 		$1.71M Sell
21,031
-2,720
-11% -$217K 0.47% 73
2013
Q3 		$1.78M Sell
23,751
-564
-2% -$39.3K 0.55% 62
2013
Q2 		$1.63M Buy
+24,315
New +$1.61M 0.55% 65

Other funds holding UHS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Novare Capital Management's UHS Position: Q1 2014 in Review

Novare Capital Management sold out of Universal Health Services (UHS) in Q1 2014, closing a stake of 21,031 shares — an estimated $1.71M sold.

Novare Capital Management first reported a position in UHS in Q2 2013 and held it in 3 quarters. The position peaked at $1.78M in Q3 2013. 340 funds tracked by Wall St. Rank hold UHS as of Q1 2014.

  • Novare Capital Management reported no remaining Universal Health Services position as of Q1 2014 after selling out during the quarter.
  • Novare Capital Management sold 21,031 Universal Health Services shares in Q1 2014, an estimated $1.71M.
  • Novare Capital Management first reported a position in Universal Health Services in Q2 2013 and held it in 3 quarters.
  • Novare Capital Management's Universal Health Services position peaked at $1.78M in Q3 2013.
  • 340 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2014.

Based on Novare Capital Management's 13F filing for Q1 2014, filed 8 May 2014.