TOBAM’s Universal Health Services UHS Stock Holding History

TOBAM’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
2022 Q3	–	Sell	-227	Closed	-$23K	–	475
2022 Q2	$23K	Hold	227	–	–	﹤0.01%	422
2022 Q1	$33K	Hold	227	–	–	﹤0.01%	409
2021 Q4	$29K	Hold	227	–	–	﹤0.01%	419
2021 Q3	$31K	Hold	227	–	–	﹤0.01%	421
2021 Q2	$33K	Hold	227	–	–	﹤0.01%	414
2021 Q1	$30K	Hold	227	–	–	﹤0.01%	418
2020 Q4	$31K	Hold	227	–	–	﹤0.01%	407
2020 Q3	$24K	Buy	+227	New	+$24.3K	﹤0.01%	409
2019 Q3	–	Sell	-483	Closed	-$63K	–	133
2019 Q2	$63K	Sell	483 -35,605	-99%	-$4.48M	﹤0.01%	112
2019 Q1	$4.83M	Sell	36,088 -249,648	-87%	-$32.9M	0.24%	79
2018 Q4	$33.3M	Sell	285,736 -52,733	-16%	-$6.63M	1.6%	22
2018 Q3	$43.3M	Buy	338,469 +121,417	+56%	+$14.9M	1.85%	16
2018 Q2	$24.2M	Buy	217,052 +194,617	+867%	+$22.8M	1%	34
2018 Q1	$2.66M	Sell	22,435 -11,327	-34%	-$1.35M	0.11%	114
2017 Q4	$3.83M	Sell	33,762 -12,545	-27%	-$1.34M	0.17%	97
2017 Q3	$5.14M	Buy	+46,307	New	+$5.21M	0.19%	92

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

TOBAM's UHS Position: Q3 2022 in Review

TOBAM sold out of Universal Health Services (UHS) in Q3 2022, closing a stake of 227 shares — an estimated $23K sold.

TOBAM first reported a position in UHS in Q3 2017 and held it in 16 quarters. The position peaked at $43.3M in Q3 2018. 426 funds tracked by Wall St. Rank hold UHS as of Q3 2022.

TOBAM reported no remaining Universal Health Services position as of Q3 2022 after selling out during the quarter.
TOBAM sold 227 Universal Health Services shares in Q3 2022, an estimated $23K.
TOBAM first reported a position in Universal Health Services in Q3 2017 and held it in 16 quarters.
TOBAM's Universal Health Services position peaked at $43.3M in Q3 2018.
426 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2022.

Based on TOBAM's 13F filing for Q3 2022, filed 2 Nov 2022.