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Stonehage Fleming (UK)’s Universal Health Services UHS Stock Holding History

Stonehage Fleming (UK)’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 		$2.23M Buy
18,700
+2,700
+17% +$330K 1.02% 27
2015
Q3 		$2M Sell
16,000
-1,100
-6% -$153K 0.95% 42
2015
Q2 		$2.43M Sell
17,100
-2,000
-10% -$250K 1.09% 15
2015
Q1 		$2.25M Buy
+19,100
New +$2.11M 1.04% 18

Other funds holding UHS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Stonehage Fleming (UK)'s UHS Position: Q4 2015 in Review

Stonehage Fleming (UK) increased its Universal Health Services (UHS) stake by 17% in Q4 2015, buying an estimated $330K and bringing the position to 18,700 shares worth $2.23M. The position accounts for 1.02% of the portfolio, ranked #27.

Stonehage Fleming (UK) first reported a position in UHS in Q1 2015 and has held it in 4 quarters since. The position peaked at $2.43M in Q2 2015. 456 funds tracked by Wall St. Rank hold UHS as of Q4 2015.

  • Stonehage Fleming (UK) held 18,700 shares of Universal Health Services worth $2.23M as of Q4 2015.
  • Stonehage Fleming (UK) bought 2,700 Universal Health Services shares in Q4 2015, an estimated $330K.
  • Universal Health Services made up 1.02% of Stonehage Fleming (UK)'s portfolio in Q4 2015, its #27 holding.
  • Stonehage Fleming (UK) first reported a position in Universal Health Services in Q1 2015 and has held it in 4 quarters since.
  • Stonehage Fleming (UK)'s Universal Health Services position peaked at $2.43M in Q2 2015.
  • 456 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2015, filed 11 Oct 2019.