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Ropes Wealth Advisors’s Universal Health Services UHS Stock Holding History

Ropes Wealth 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
2020
Q3 		– Sell
-8
Closed -$1K – 667
2020
Q2 		$1K Buy
+8
New +$800 ﹤0.01% 560
2019
Q2 		– Sell
-94
Closed -$13K – 582
2019
Q1 		$13K Buy
+94
New +$12.4K ﹤0.01% 435
2017
Q2 		– Sell
-4
Closed – – 581
2017
Q1 		$0 Buy
+4
New +$473 ﹤0.01% 561
2016
Q2 		– Sell
-11
Closed -$1K – 525
2016
Q1 		$1K Buy
11
+5
+83% +$562 ﹤0.01% 433
2015
Q4 		$1K Buy
+6
New +$733 ﹤0.01% 450

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's UHS Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Universal Health Services (UHS) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in UHS in Q4 2015 and held it in 5 quarters. The position peaked at $13K in Q1 2019. 424 funds tracked by Wall St. Rank hold UHS as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining Universal Health Services position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 8 Universal Health Services shares in Q3 2020, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Universal Health Services in Q4 2015 and held it in 5 quarters.
  • Ropes Wealth Advisors's Universal Health Services position peaked at $13K in Q1 2019.
  • 424 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.