Rothschild & Co Asset Management US’s Universal Health Services UHS Stock Holding History

Rothschild & Co Asset Management US’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	-6,220	Closed	-$759K	–	546
2017 Q2	$759K	Buy	6,220 +1,280	+26%	+$152K	0.01%	394
2017 Q1	$615K	Buy	+4,940	New	+$584K	0.01%	424
2016 Q1	–	Sell	-98,979	Closed	-$11.8M	–	549
2015 Q4	$11.8M	Sell	98,979 -55,440	-36%	-$6.78M	0.22%	159
2015 Q3	$19.3M	Buy	154,419 +4,457	+3%	+$620K	0.38%	85
2015 Q2	$21.3M	Buy	149,962 +63	+0%	+$7.89K	0.39%	77
2015 Q1	$17.6M	Buy	149,899 +201	+0.1%	+$22.2K	0.33%	100
2014 Q4	$16.7M	Buy	149,698 +5,086	+4%	+$534K	0.33%	94
2014 Q3	$15.3M	Buy	+144,612	New	+$15.4M	0.33%	89

Other funds holding UHS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rothschild & Co Asset Management US's UHS Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Universal Health Services (UHS) in Q3 2017, closing a stake of 6,220 shares — an estimated $759K sold.

Rothschild & Co Asset Management US first reported a position in UHS in Q3 2014 and held it in 8 quarters. The position peaked at $21.3M in Q2 2015. 391 funds tracked by Wall St. Rank hold UHS as of Q3 2017.

Rothschild & Co Asset Management US reported no remaining Universal Health Services position as of Q3 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 6,220 Universal Health Services shares in Q3 2017, an estimated $759K.
Rothschild & Co Asset Management US first reported a position in Universal Health Services in Q3 2014 and held it in 8 quarters.
Rothschild & Co Asset Management US's Universal Health Services position peaked at $21.3M in Q2 2015.
391 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.