SFP
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Santa Fe Partners’s Universal Health Services UHS Stock Holding History

Santa Fe Partners’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
2015
Q4 		– Sell
-30,669
Closed -$3.83M – 578
2015
Q3 		$3.83M Buy
30,669
+26,990
+734% +$3.76M 0.51% 5
2015
Q2 		$522K Sell
3,679
-31,212
-89% -$3.91M 0.07% 375
2015
Q1 		$4.11M Buy
+34,891
New +$3.86M 0.5% 23
2014
Q4 		– Sell
-30,231
Closed -$3.16M – 604
2014
Q3 		$3.16M Buy
30,231
+15,813
+110% +$1.68M 0.49% 43
2014
Q2 		$1.38M Sell
14,418
-20,747
-59% -$1.79M 0.21% 208
2014
Q1 		$2.88M Buy
35,165
+497
+1% +$40K 0.41% 83
2013
Q4 		$2.82M Buy
34,668
+14,483
+72% +$1.16M 0.46% 62
2013
Q3 		$1.51M Sell
20,185
-2,874
-12% -$201K 0.29% 151
2013
Q2 		$1.54M Buy
+23,059
New +$1.52M 0.31% 121

Other funds holding UHS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Santa Fe Partners's UHS Position: Q4 2015 in Review

Santa Fe Partners sold out of Universal Health Services (UHS) in Q4 2015, closing a stake of 30,669 shares — an estimated $3.83M sold.

Santa Fe Partners first reported a position in UHS in Q2 2013 and held it in 9 quarters. The position peaked at $4.11M in Q1 2015. 455 funds tracked by Wall St. Rank hold UHS as of Q4 2015.

  • Santa Fe Partners reported no remaining Universal Health Services position as of Q4 2015 after selling out during the quarter.
  • Santa Fe Partners sold 30,669 Universal Health Services shares in Q4 2015, an estimated $3.83M.
  • Santa Fe Partners first reported a position in Universal Health Services in Q2 2013 and held it in 9 quarters.
  • Santa Fe Partners's Universal Health Services position peaked at $4.11M in Q1 2015.
  • 455 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2015.

Based on Santa Fe Partners's 13F filing for Q4 2015, filed 12 Feb 2016.