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Polaris Wealth Advisory Group’s Universal Health Services UHS Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q1 		– Sell
-177,602
Closed -$20.7M – 176
2018
Q4 		$20.7M Sell
177,602
-5,715
-3% -$718K 1.95% 23
2018
Q3 		$23.4M Buy
+183,317
New +$22.5M 1.62% 29

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Polaris Wealth Advisory Group's UHS Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Universal Health Services (UHS) in Q1 2019, closing a stake of 177,602 shares — an estimated $20.7M sold.

Polaris Wealth Advisory Group first reported a position in UHS in Q3 2018 and held it in 2 quarters. The position peaked at $23.4M in Q3 2018. 447 funds tracked by Wall St. Rank hold UHS as of Q1 2019.

  • Polaris Wealth Advisory Group reported no remaining Universal Health Services position as of Q1 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 177,602 Universal Health Services shares in Q1 2019, an estimated $20.7M.
  • Polaris Wealth Advisory Group first reported a position in Universal Health Services in Q3 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Universal Health Services position peaked at $23.4M in Q3 2018.
  • 447 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.