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Oppenheimer Asset Management’s Universal Health Services UHS Stock Holding History

Oppenheimer Asset 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
2021
Q3 		– Sell
-12,204
Closed -$1.79M – 1231
2021
Q2 		$1.79M Sell
12,204
-167
-1% -$25.2K 0.03% 570
2021
Q1 		$1.65M Sell
12,371
-289
-2% -$38.3K 0.03% 569
2020
Q4 		$1.74M Sell
12,660
-3,126
-20% -$389K 0.03% 519
2020
Q3 		$1.69M Buy
15,786
+4,229
+37% +$452K 0.03% 472
2020
Q2 		$1.07M Sell
11,557
-164
-1% -$16.4K 0.02% 577
2020
Q1 		$1.16M Buy
11,721
+3,433
+41% +$435K 0.03% 498
2019
Q4 		$1.19M Sell
8,288
-165
-2% -$23.5K 0.03% 586
2019
Q3 		$1.26M Sell
8,453
-246
-3% -$35.3K 0.03% 544
2019
Q2 		$1.14M Sell
8,699
-320
-4% -$40.3K 0.03% 581
2019
Q1 		$1.21M Sell
9,019
-3,698
-29% -$487K 0.03% 553
2018
Q4 		$1.48M Sell
12,717
-3,433
-21% -$432K 0.04% 442
2018
Q3 		$2.06M Sell
16,150
-1,102
-6% -$135K 0.05% 405
2018
Q2 		$1.92M Sell
17,252
-133
-0.8% -$15.6K 0.05% 405
2018
Q1 		$2.06M Sell
17,385
-11,936
-41% -$1.42M 0.05% 379
2017
Q4 		$3.25M Hold
29,321
– – 0.09% 275
2017
Q3 		$3.25M Sell
29,321
-784
-3% -$88.3K 0.08% 277
2017
Q2 		$3.67M Sell
30,105
-1,147
-4% -$137K 0.1% 233
2017
Q1 		$3.89M Buy
+31,252
New +$3.69M 0.11% 215

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oppenheimer Asset Management's UHS Position: Q3 2021 in Review

Oppenheimer Asset Management sold out of Universal Health Services (UHS) in Q3 2021, closing a stake of 12,204 shares — an estimated $1.79M sold.

Oppenheimer Asset Management first reported a position in UHS in Q1 2017 and held it in 18 quarters. The position peaked at $3.89M in Q1 2017. 468 funds tracked by Wall St. Rank hold UHS as of Q3 2021.

  • Oppenheimer Asset Management reported no remaining Universal Health Services position as of Q3 2021 after selling out during the quarter.
  • Oppenheimer Asset Management sold 12,204 Universal Health Services shares in Q3 2021, an estimated $1.79M.
  • Oppenheimer Asset Management first reported a position in Universal Health Services in Q1 2017 and held it in 18 quarters.
  • Oppenheimer Asset Management's Universal Health Services position peaked at $3.89M in Q1 2017.
  • 468 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2021.

Based on Oppenheimer Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.