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Sirios Capital Management’s Universal Health Services UHS Stock Holding History

Sirios Capital Management’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
Q1 		– Sell
-125,408
Closed -$18M – 76
2019
Q4 		$18M Sell
125,408
-253,866
-67% -$36.2M 1.16% 27
2019
Q3 		$56.4M Buy
379,274
+229,818
+154% +$33M 3.72% 10
2019
Q2 		$19.5M Sell
149,456
-65,970
-31% -$8.3M 1.25% 26
2019
Q1 		$28.8M Sell
215,426
-152,201
-41% -$20M 1.75% 25
2018
Q4 		$42.9M Sell
367,627
-41,769
-10% -$5.25M 2.59% 16
2018
Q3 		$52.3M Sell
409,396
-470,721
-53% -$57.8M 2.7% 12
2018
Q2 		$98.1M Buy
880,117
+12,620
+1% +$1.48M 5.1% 4
2018
Q1 		$103M Buy
867,497
+165,879
+24% +$19.7M 5.06% 5
2017
Q4 		$79.5M Buy
701,618
+185,306
+36% +$19.8M 3.94% 5
2017
Q3 		$57.3M Buy
516,312
+29,086
+6% +$3.27M 3% 9
2017
Q2 		$59.5M Buy
487,226
+82,008
+20% +$9.76M 2.95% 13
2017
Q1 		$50.4M Sell
405,218
-110,947
-21% -$13.1M 2.3% 15
2016
Q4 		$54.9M Buy
516,165
+129,699
+34% +$15.4M 2.69% 15
2016
Q3 		$47.6M Sell
386,466
-191,225
-33% -$24.2M 2.66% 16
2016
Q2 		$77.5M Sell
577,691
-40,961
-7% -$5.4M 3.72% 8
2016
Q1 		$77.2M Buy
618,652
+140,116
+29% +$15.8M 2.9% 9
2015
Q4 		$57.2M Buy
478,536
+19,136
+4% +$2.34M 2.07% 20
2015
Q3 		$57.3M Buy
459,400
+30,038
+7% +$4.18M 1.88% 23
2015
Q2 		$61M Buy
429,362
+28,250
+7% +$3.54M 2.01% 19
2015
Q1 		$47.2M Buy
401,112
+16,849
+4% +$1.86M 1.74% 26
2014
Q4 		$42.8M Sell
384,263
-143,977
-27% -$15.1M 1.55% 26
2014
Q3 		$55.2M Buy
528,240
+228,130
+76% +$24.2M 1.91% 25
2014
Q2 		$28.7M Buy
300,110
+15,723
+6% +$1.36M 0.98% 29
2014
Q1 		$23.3M Buy
284,387
+154,054
+118% +$12.4M 0.76% 35
2013
Q4 		$10.6M Buy
130,333
+31,390
+32% +$2.51M 0.82% 29
2013
Q3 		$7.42M Buy
98,943
+26,840
+37% +$1.87M 0.81% 31
2013
Q2 		$4.83M Buy
+72,103
New +$4.76M 0.74% 32

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sirios Capital Management's UHS Position: Q1 2020 in Review

Sirios Capital Management sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 125,408 shares — an estimated $18M sold.

Sirios Capital Management first reported a position in UHS in Q2 2013 and held it in 27 quarters. The position peaked at $103M in Q1 2018. 421 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

  • Sirios Capital Management reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
  • Sirios Capital Management sold 125,408 Universal Health Services shares in Q1 2020, an estimated $18M.
  • Sirios Capital Management first reported a position in Universal Health Services in Q2 2013 and held it in 27 quarters.
  • Sirios Capital Management's Universal Health Services position peaked at $103M in Q1 2018.
  • 421 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on Sirios Capital Management's 13F filing for Q1 2020, filed 15 May 2020.