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Rockefeller Financial Services’s Universal Health Services UHS Stock Holding History

Rockefeller Financial Services’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
2017
Q3 		– Sell
-1,031
Closed -$126K – 537
2017
Q2 		$126K Hold
1,031
– – ﹤0.01% 327
2017
Q1 		$128K Sell
1,031
-90
-8% -$10.6K ﹤0.01% 338
2016
Q4 		$119K Sell
1,121
-722
-39% -$85.5K ﹤0.01% 365
2016
Q3 		$227K Hold
1,843
– – ﹤0.01% 300
2016
Q2 		$247K Buy
1,843
+1,801
+4,288% +$238K ﹤0.01% 306
2016
Q1 		$5K Buy
+42
New +$4.72K ﹤0.01% 570
2014
Q3 		– Sell
-12
Closed -$1K – 584
2014
Q2 		$1K Buy
+12
New +$1.04K ﹤0.01% 594

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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Financial Services's UHS Position: Q3 2017 in Review

Rockefeller Financial Services sold out of Universal Health Services (UHS) in Q3 2017, closing a stake of 1,031 shares — an estimated $126K sold.

Rockefeller Financial Services first reported a position in UHS in Q2 2014 and held it in 7 quarters. The position peaked at $247K in Q2 2016. 391 funds tracked by Wall St. Rank hold UHS as of Q3 2017.

  • Rockefeller Financial Services reported no remaining Universal Health Services position as of Q3 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,031 Universal Health Services shares in Q3 2017, an estimated $126K.
  • Rockefeller Financial Services first reported a position in Universal Health Services in Q2 2014 and held it in 7 quarters.
  • Rockefeller Financial Services's Universal Health Services position peaked at $247K in Q2 2016.
  • 391 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2017.

Based on Rockefeller Financial Services's 13F filing for Q3 2017, filed 20 Oct 2017.