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Sun Life Financial’s Universal Health Services UHS Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-46
Closed -$6K – 459
2021
Q1 		$6K Hold
46
– – ﹤0.01% 478
2020
Q4 		$6K Sell
46
-1
-2% -$124 ﹤0.01% 455
2020
Q3 		$5K Sell
47
-1
-2% -$107 ﹤0.01% 455
2020
Q2 		$4K Buy
48
+1
+2% +$100 ﹤0.01% 429
2020
Q1 		$5K Sell
47
-1
-2% -$127 ﹤0.01% 381
2019
Q4 		$7K Sell
48
-20
-29% -$2.85K ﹤0.01% 386
2019
Q3 		$10K Hold
68
– – ﹤0.01% 513
2019
Q2 		$9K Sell
68
-75
-52% -$9.44K ﹤0.01% 528
2019
Q1 		$19K Sell
143
-95
-40% -$12.5K ﹤0.01% 520
2018
Q4 		$28K Hold
238
– – 0.01% 516
2018
Q3 		$30K Buy
238
+2
+0.8% +$245 0.01% 549
2018
Q2 		$26K Buy
236
+189
+402% +$22.1K ﹤0.01% 563
2018
Q1 		$397 Sell
47
-145
-76% -$17.2K ﹤0.01% 447
2017
Q4 		$22K Sell
192
-459
-71% -$49.1K ﹤0.01% 421
2017
Q3 		$72K Hold
651
– – 0.01% 408
2017
Q2 		$79K Buy
651
+645
+10,750% +$76.8K 0.01% 383
2017
Q1 		$48 Buy
6
+1
+20% +$118 ﹤0.01% 510
2016
Q4 		$48 Buy
+5
New +$592 ﹤0.01% 457

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sun Life Financial's UHS Position: Q2 2021 in Review

Sun Life Financial sold out of Universal Health Services (UHS) in Q2 2021, closing a stake of 46 shares — an estimated $6K sold.

Sun Life Financial first reported a position in UHS in Q4 2016 and held it in 18 quarters. The position peaked at $79K in Q2 2017. 473 funds tracked by Wall St. Rank hold UHS as of Q2 2021.

  • Sun Life Financial reported no remaining Universal Health Services position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 46 Universal Health Services shares in Q2 2021, an estimated $6K.
  • Sun Life Financial first reported a position in Universal Health Services in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Universal Health Services position peaked at $79K in Q2 2017.
  • 473 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.