Pettee Investors’s Universal Health Services UHS Stock Holding History

Pettee Investors’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
2022 Q1	–	Sell	-5,145	Closed	-$667K	–	124
2021 Q4	$667K	Hold	5,145	–	–	0.28%	90
2021 Q3	$712K	Hold	5,145	–	–	0.33%	82
2021 Q2	$753K	Hold	5,145	–	–	0.35%	78
2021 Q1	$686K	Hold	5,145	–	–	0.33%	78
2020 Q4	$707K	Hold	5,145	–	–	0.37%	72
2020 Q3	$551K	Hold	5,145	–	–	0.32%	75
2020 Q2	$478K	Sell	5,145 -385	-7%	-$38.5K	0.3%	77
2020 Q1	$548K	Hold	5,530	–	–	0.39%	68
2019 Q4	$793K	Hold	5,530	–	–	0.45%	65
2019 Q3	$823K	Hold	5,530	–	–	0.52%	61
2019 Q2	$721K	Hold	5,530	–	–	0.46%	65
2019 Q1	$740K	Hold	5,530	–	–	0.47%	63
2018 Q4	$645K	Hold	5,530	–	–	0.46%	65
2018 Q3	$707K	Buy	+5,530	New	+$679K	0.42%	75

Other funds holding UHS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pettee Investors's UHS Position: Q1 2022 in Review

Pettee Investors sold out of Universal Health Services (UHS) in Q1 2022, closing a stake of 5,145 shares — an estimated $667K sold.

Pettee Investors first reported a position in UHS in Q3 2018 and held it in 14 quarters. The position peaked at $823K in Q3 2019. 457 funds tracked by Wall St. Rank hold UHS as of Q1 2022.

Pettee Investors reported no remaining Universal Health Services position as of Q1 2022 after selling out during the quarter.
Pettee Investors sold 5,145 Universal Health Services shares in Q1 2022, an estimated $667K.
Pettee Investors first reported a position in Universal Health Services in Q3 2018 and held it in 14 quarters.
Pettee Investors's Universal Health Services position peaked at $823K in Q3 2019.
457 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2022.

Based on Pettee Investors's 13F filing for Q1 2022, filed 16 May 2022.