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OFI Advisors’s Universal Health Services UHS Stock Holding History

OFI Advisors’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
2015
Q3 		$807K Sell
6,469
-11
-0.2% -$1.53K 0.05% 447
2015
Q2 		$921K Buy
6,480
+443
+7% +$55.5K 0.05% 433
2015
Q1 		$711K Buy
6,037
+210
+4% +$23.2K 0.04% 548
2014
Q4 		$648K Buy
5,827
+545
+10% +$57.2K 0.04% 543
2014
Q3 		$552K Sell
5,282
-7,416
-58% -$788K 0.04% 572
2014
Q2 		$1.22M Sell
12,698
-2,064
-14% -$178K 0.09% 238
2014
Q1 		$1.21M Buy
14,762
+3,165
+27% +$255K 0.09% 211
2013
Q4 		$942K Buy
11,597
+646
+6% +$51.6K 0.08% 282
2013
Q3 		$821K Buy
10,951
+22
+0.2% +$1.53K 0.08% 261
2013
Q2 		$732K Buy
+10,929
New +$722K 0.08% 269

Other funds holding UHS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

OFI Advisors's UHS Position: Q3 2015 in Review

OFI Advisors reduced its Universal Health Services (UHS) stake by 0.17% in Q3 2015, selling an estimated $1.53K and leaving 6,469 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #447.

OFI Advisors first reported a position in UHS in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2014. 463 funds tracked by Wall St. Rank hold UHS as of Q3 2015.

  • OFI Advisors held 6,469 shares of Universal Health Services worth $807K as of Q3 2015.
  • OFI Advisors sold 11 Universal Health Services shares in Q3 2015, an estimated $1.53K.
  • Universal Health Services made up 0.05% of OFI Advisors's portfolio in Q3 2015, its #447 holding.
  • OFI Advisors first reported a position in Universal Health Services in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Universal Health Services position peaked at $1.22M in Q2 2014.
  • 463 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.