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Rational Advisors’s Universal Health Services UHS Stock Holding History

Rational Advisors’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
Q2 		– Sell
-1,203
Closed -$160K – 189
2021
Q1 		$160K Buy
+1,203
New +$160K 0.03% 151
2020
Q4 		– Sell
-10
Closed -$1K – 577
2020
Q3 		$1K Sell
10
-83
-89% -$8.88K ﹤0.01% 573
2020
Q2 		$9K Buy
+93
New +$9.3K ﹤0.01% 378
2020
Q1 		– Sell
-217
Closed -$31K – 498
2019
Q4 		$31K Sell
217
-117
-35% -$16.7K 0.01% 390
2019
Q3 		$50K Sell
334
-789
-70% -$113K 0.02% 363
2019
Q2 		$146K Sell
1,123
-182
-14% -$22.9K 0.05% 258
2019
Q1 		$174K Sell
1,305
-112
-8% -$14.7K 0.05% 216
2018
Q4 		$165K Sell
1,417
-97
-6% -$12.2K 0.05% 198
2018
Q3 		$194K Buy
1,514
+879
+138% +$108K 0.05% 200
2018
Q2 		$71K Sell
635
-92
-13% -$10.8K 0.03% 247
2018
Q1 		$86K Buy
+727
New +$86.3K 0.04% 262
2017
Q4 		– Sell
-17,061
Closed -$1.89M – 376
2017
Q3 		$1.89M Buy
+17,061
New +$1.92M 1.01% 20
2013
Q4 		$124K Sell
1,532
-250
-14% -$20K 0.01% 574
2013
Q3 		$134K Sell
1,782
-60
-3% -$4.19K 0.01% 582
2013
Q2 		$123K Buy
+1,842
New +$122K 0.01% 590

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Rational Advisors's UHS Position: Q2 2021 in Review

Rational Advisors sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 1,203 shares — an estimated $160K sold.

Rational Advisors first reported a position in UHS in Q2 2013 and held it in 15 quarters. The position peaked at $1.89M in Q3 2017. 473 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

  • Rational Advisors reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
  • Rational Advisors sold 1,203 Universal Health Services shares in Q2 2021, an estimated $160K.
  • Rational Advisors first reported a position in Universal Health Services in Q2 2013 and held it in 15 quarters.
  • Rational Advisors's Universal Health Services position peaked at $1.89M in Q3 2017.
  • 473 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on Rational Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.