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Paloma Partners’s Universal Health Services UHS Stock Holding History

Paloma Partners’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
-15,890
Closed -$2.33M – 1889
2021
Q2 		$2.33M Buy
15,890
+8,817
+125% +$1.33M 0.04% 385
2021
Q1 		$944K Buy
7,073
+1,090
+18% +$145K 0.02% 731
2020
Q4 		$823K Sell
5,983
-11,112
-65% -$1.38M 0.02% 656
2020
Q3 		$1.83M Sell
17,095
-20,273
-54% -$2.17M 0.05% 419
2020
Q2 		$3.47M Buy
37,368
+34,352
+1,139% +$3.44M 0.06% 425
2020
Q1 		$299K Sell
3,016
-15,943
-84% -$2.02M 0.02% 692
2019
Q4 		$2.72M Buy
18,959
+1,470
+8% +$210K 0.04% 465
2019
Q3 		$2.6M Sell
17,489
-12,838
-42% -$1.84M 0.05% 320
2019
Q2 		$3.95M Buy
30,327
+26,127
+622% +$3.29M 0.07% 233
2019
Q1 		$562K Buy
+4,200
New +$553K 0.01% 1000
2018
Q4 		– Sell
-17,802
Closed -$2.27M – 1788
2018
Q3 		$2.27M Buy
17,802
+14,586
+454% +$1.79M 0.04% 412
2018
Q2 		$358K Sell
3,216
-7,135
-69% -$836K 0.01% 1187
2018
Q1 		$1.23M Buy
10,351
+5,079
+96% +$603K 0.02% 869
2017
Q4 		$598K Sell
5,272
-9,632
-65% -$1.03M 0.01% 1269
2017
Q3 		$1.65M Buy
14,904
+8,821
+145% +$993K 0.02% 865
2017
Q2 		$743K Buy
6,083
+78
+1% +$9.29K 0.01% 1340
2017
Q1 		$748K Sell
6,005
-13,413
-69% -$1.59M 0.01% 1409
2016
Q4 		$2.06M Buy
19,418
+12,351
+175% +$1.46M 0.02% 654
2016
Q3 		$871K Sell
7,067
-20,326
-74% -$2.57M 0.01% 1115
2016
Q2 		$3.67M Buy
27,393
+13,984
+104% +$1.84M 0.04% 375
2016
Q1 		$1.67M Buy
13,409
+7,000
+109% +$787K 0.03% 571
2015
Q4 		$766K Buy
+6,409
New +$783K 0.02% 797
2015
Q3 		– Sell
-3,241
Closed -$461K – 1928
2015
Q2 		$461K Sell
3,241
-641
-17% -$80.3K 0.01% 1131
2015
Q1 		$457K Buy
+3,882
New +$429K 0.01% 818

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

Paloma Partners's UHS Position: Q3 2021 in Review

Paloma Partners sold out of Universal Health Services (UHS) in Q3 2021, closing a stake of 15,890 shares — an estimated $2.33M sold.

Paloma Partners first reported a position in UHS in Q1 2015 and held it in 24 quarters. The position peaked at $3.95M in Q2 2019. 468 funds tracked by Wall St. Rank hold UHS as of Q3 2021.

  • Paloma Partners reported no remaining Universal Health Services position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 15,890 Universal Health Services shares in Q3 2021, an estimated $2.33M.
  • Paloma Partners first reported a position in Universal Health Services in Q1 2015 and held it in 24 quarters.
  • Paloma Partners's Universal Health Services position peaked at $3.95M in Q2 2019.
  • 468 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.