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Oak Point Wealth Management’s Universal Health Services UHS Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-3,820
Closed -$432K – 245
2017
Q4 		$432K Buy
+3,820
New +$408K 0.43% 66

Other funds holding UHS

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Point Wealth Management's UHS Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Universal Health Services (UHS) in Q1 2018, closing a stake of 3,820 shares — an estimated $432K sold.

Oak Point Wealth Management first reported a position in UHS in Q4 2017 and held it in 1 quarter. The position peaked at $432K in Q4 2017. 431 funds tracked by Wall St. Rank hold UHS as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Universal Health Services position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 3,820 Universal Health Services shares in Q1 2018, an estimated $432K.
  • Oak Point Wealth Management first reported a position in Universal Health Services in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Universal Health Services position peaked at $432K in Q4 2017.
  • 431 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.