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Oakbrook Investments’s Universal Health Services UHS Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-2,250
Closed -$323K – 492
2019
Q4 		$323K Sell
2,250
-1,100
-33% -$157K 0.07% 448
2019
Q3 		$498K Sell
3,350
-550
-14% -$79K 0.03% 382
2019
Q2 		$509K Sell
3,900
-110
-3% -$13.8K 0.03% 390
2019
Q1 		$536K Sell
4,010
-100
-2% -$13.2K 0.03% 383
2018
Q4 		$479K Buy
+4,110
New +$517K 0.03% 380
2018
Q3 		– Sell
-3,566
Closed -$397K – 691
2018
Q2 		$397K Sell
3,566
-3,535
-50% -$414K 0.03% 399
2018
Q1 		$841K Buy
7,101
+245
+4% +$29.1K 0.05% 254
2017
Q4 		$777K Buy
6,856
+3,300
+93% +$353K 0.05% 279
2017
Q3 		$395K Sell
3,556
-3,750
-51% -$422K 0.03% 387
2017
Q2 		$892K Sell
7,306
-440
-6% -$52.4K 0.06% 233
2017
Q1 		$964K Buy
7,746
+3,550
+85% +$420K 0.06% 236
2016
Q4 		$446K Sell
4,196
-5,525
-57% -$654K 0.03% 377
2016
Q3 		$1.2M Sell
9,721
-1,150
-11% -$146K 0.07% 221
2016
Q2 		$1.46M Buy
10,871
+1,075
+11% +$142K 0.08% 209
2016
Q1 		$1.22M Buy
9,796
+825
+9% +$92.8K 0.08% 203
2015
Q4 		$1.07M Sell
8,971
-1,250
-12% -$153K 0.07% 232
2015
Q3 		$1.28M Sell
10,221
-1,050
-9% -$146K 0.08% 220
2015
Q2 		$1.6M Buy
11,271
+1,850
+20% +$232K 0.1% 193
2015
Q1 		$1.11M Sell
9,421
-1,650
-15% -$183K 0.06% 279
2014
Q4 		$1.23M Sell
11,071
-1,100
-9% -$116K 0.07% 259
2014
Q3 		$1.27M Buy
12,171
+3,175
+35% +$337K 0.07% 254
2014
Q2 		$861K Sell
8,996
-650
-7% -$56.1K 0.03% 346
2014
Q1 		$792K Sell
9,646
-350
-4% -$28.2K 0.03% 357
2013
Q4 		$812K Sell
9,996
-750
-7% -$59.9K 0.02% 361
2013
Q3 		$806K Sell
10,746
-700
-6% -$48.8K 0.02% 351
2013
Q2 		$766K Buy
+11,446
New +$756K 0.02% 372

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oakbrook Investments's UHS Position: Q1 2020 in Review

Oakbrook Investments sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 2,250 shares — an estimated $323K sold.

Oakbrook Investments first reported a position in UHS in Q2 2013 and held it in 26 quarters. The position peaked at $1.6M in Q2 2015. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

  • Oakbrook Investments reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 2,250 Universal Health Services shares in Q1 2020, an estimated $323K.
  • Oakbrook Investments first reported a position in Universal Health Services in Q2 2013 and held it in 26 quarters.
  • Oakbrook Investments's Universal Health Services position peaked at $1.6M in Q2 2015.
  • 421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.