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

Olstein 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
2024 Q3	–	Sell	-10,000	Closed	-$1.85M	–	99
2024 Q2	$1.85M	Sell	10,000 -2,000	-17%	-$354K	0.33%	91
2024 Q1	$2.19M	Sell	12,000 -7,500	-38%	-$1.24M	0.36%	89
2023 Q4	$2.97M	Sell	19,500 -1,500	-7%	-$202K	0.5%	77
2023 Q3	$2.64M	Hold	21,000	–	–	0.45%	84
2023 Q2	$3.31M	Sell	21,000 -9,000	-30%	-$1.26M	0.54%	76
2023 Q1	$3.81M	Buy	30,000 +2,000	+7%	+$276K	0.6%	74
2022 Q4	$3.94M	Sell	28,000 -35,000	-56%	-$4.13M	0.62%	75
2022 Q3	$5.55M	Buy	63,000 +9,000	+17%	+$930K	0.93%	65
2022 Q2	$5.44M	Buy	54,000 +20,000	+59%	+$2.5M	0.81%	66
2022 Q1	$4.93M	Sell	34,000 -14,000	-29%	-$1.94M	0.62%	76
2021 Q4	$6.22M	Buy	48,000 +11,000	+30%	+$1.41M	0.74%	68
2021 Q3	$5.12M	Hold	37,000	–	–	0.63%	77
2021 Q2	$5.42M	Sell	37,000 -11,000	-23%	-$1.66M	0.68%	73
2021 Q1	$6.4M	Sell	48,000 -6,000	-11%	-$796K	0.89%	56
2020 Q4	$7.42M	Sell	54,000 -14,000	-21%	-$1.74M	1.18%	39
2020 Q3	$7.28M	Sell	68,000 -3,000	-4%	-$321K	1.32%	29
2020 Q2	$6.59M	Buy	71,000 +22,600	+47%	+$2.26M	1.23%	30
2020 Q1	$4.79M	Buy	48,400 +17,400	+56%	+$2.2M	1.05%	50
2019 Q4	$4.45M	Hold	31,000	–	–	0.69%	75
2019 Q3	$4.61M	Sell	31,000 -2,000	-6%	-$287K	0.72%	68
2019 Q2	$4.3M	Buy	33,000 +7,100	+27%	+$894K	0.7%	77
2019 Q1	$3.46M	Hold	25,900	–	–	0.57%	84
2018 Q4	$3.02M	Sell	25,900 -13,100	-34%	-$1.65M	0.49%	89
2018 Q3	$4.99M	Sell	39,000 -5,300	-12%	-$650K	0.67%	77
2018 Q2	$4.94M	Sell	44,300 -300	-0.7%	-$35.1K	0.65%	76
2018 Q1	$5.28M	Sell	44,600 -30,400	-41%	-$3.61M	0.67%	72
2017 Q4	$8.5M	Buy	75,000 +19,000	+34%	+$2.03M	1.08%	34
2017 Q3	$6.21M	Buy	56,000 +12,000	+27%	+$1.35M	0.8%	55
2017 Q2	$5.37M	Buy	44,000 +3,000	+7%	+$357K	0.68%	69
2017 Q1	$5.1M	Sell	41,000 -16,000	-28%	-$1.89M	0.65%	74
2016 Q4	$6.06M	Buy	57,000 +23,000	+68%	+$2.72M	0.78%	64
2016 Q3	$4.19M	Buy	34,000 +10,000	+42%	+$1.27M	0.55%	76
2016 Q2	$3.22M	Sell	24,000 -10,000	-29%	-$1.32M	0.44%	84
2016 Q1	$4.24M	Buy	34,000 +2,000	+6%	+$225K	0.57%	79
2015 Q4	$3.82M	Buy	32,000 +11,400	+55%	+$1.39M	0.49%	85
2015 Q3	$2.57M	Sell	20,600 -20,400	-50%	-$2.84M	0.32%	104
2015 Q2	$5.83M	Sell	41,000 -21,000	-34%	-$2.63M	0.61%	84
2015 Q1	$7.3M	Hold	62,000	–	–	0.79%	58
2014 Q4	$6.9M	Buy	62,000 +12,000	+24%	+$1.26M	0.84%	56
2014 Q3	$5.22M	Buy	+50,000	New	+$5.31M	0.68%	73

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Olstein Capital Management's UHS Position: Q3 2024 in Review

Olstein Capital Management sold out of Universal Health Services (UHS) in Q3 2024, closing a stake of 10,000 shares — an estimated $1.85M sold.

Olstein Capital Management first reported a position in UHS in Q3 2014 and held it in 40 quarters. The position peaked at $8.5M in Q4 2017. 619 funds tracked by Wall St. Rank hold UHS as of Q3 2024.

Olstein Capital Management reported no remaining Universal Health Services position as of Q3 2024 after selling out during the quarter.
Olstein Capital Management sold 10,000 Universal Health Services shares in Q3 2024, an estimated $1.85M.
Olstein Capital Management first reported a position in Universal Health Services in Q3 2014 and held it in 40 quarters.
Olstein Capital Management's Universal Health Services position peaked at $8.5M in Q4 2017.
619 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2024.

Based on Olstein Capital Management's 13F filing for Q3 2024, filed 31 Oct 2024.