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Stifel Trust’s Universal Health Services UHS Stock Holding History

Stifel Trust’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
2014
Q3 		$20K Hold
190
– – ﹤0.01% 356
2014
Q2 		$19K Hold
190
– – ﹤0.01% 337
2014
Q1 		$16K Hold
190
– – ﹤0.01% 369
2013
Q4 		$16K Hold
190
– – ﹤0.01% 362
2013
Q3 		$15K Hold
190
– – ﹤0.01% 368
2013
Q2 		$13K Buy
+190
New +$12.6K ﹤0.01% 365

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Trust's UHS Position: Q3 2014 in Review

Stifel Trust held its Universal Health Services (UHS) position steady in Q3 2014 at 190 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Stifel Trust first reported a position in UHS in Q2 2013 and has held it in 6 quarters since. 425 funds tracked by Wall St. Rank hold UHS as of Q3 2014.

  • Stifel Trust held 190 shares of Universal Health Services worth $20K as of Q3 2014.
  • Stifel Trust left its Universal Health Services share count unchanged in Q3 2014.
  • Universal Health Services made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #356 holding.
  • Stifel Trust first reported a position in Universal Health Services in Q2 2013 and has held it in 6 quarters since.
  • 425 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.