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

Optimal 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
Q1 		– Sell
-5,926
Closed -$815K – 422
2020
Q4 		$815K Hold
5,926
– – 0.12% 272
2020
Q3 		$634K Sell
5,926
-2,107
-26% -$225K 0.09% 310
2020
Q2 		$746K Sell
8,033
-14,397
-64% -$1.44M 0.12% 262
2020
Q1 		$2.22K Buy
22,430
+11,452
+104% +$1.45M 0.21% 169
2019
Q4 		$1.57M Buy
+10,978
New +$1.56M 0.24% 163

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimal Asset Management's UHS Position: Q1 2021 in Review

Optimal Asset Management sold out of Universal Health Services (UHS) in Q1 2021, closing a stake of 5,926 shares — an estimated $815K sold.

Optimal Asset Management first reported a position in UHS in Q4 2019 and held it in 5 quarters. The position peaked at $1.57M in Q4 2019. 465 funds tracked by Wall St. Rank hold UHS as of Q1 2021.

  • Optimal Asset Management reported no remaining Universal Health Services position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 5,926 Universal Health Services shares in Q1 2021, an estimated $815K.
  • Optimal Asset Management first reported a position in Universal Health Services in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Universal Health Services position peaked at $1.57M in Q4 2019.
  • 465 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.