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Trilogy Global Advisors’s Universal Health Services UHS Stock Holding History

Trilogy Global Advisors’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
2017
Q3 		– Sell
-172,676
Closed -$21.1M – 63
2017
Q2 		$21.1M Buy
172,676
+26,058
+18% +$3.1M 0.71% 49
2017
Q1 		$18.2M Sell
146,618
-9,923
-6% -$1.17M 0.61% 58
2016
Q4 		$16.7M Sell
156,541
-3,480
-2% -$412K 0.56% 56
2016
Q3 		$19.7M Buy
160,021
+30,316
+23% +$3.84M 0.65% 50
2016
Q2 		$17.4M Buy
+129,705
New +$17.1M 0.53% 59

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trilogy Global Advisors's UHS Position: Q3 2017 in Review

Trilogy Global Advisors sold out of Universal Health Services (UHS) in Q3 2017, closing a stake of 172,676 shares — an estimated $21.1M sold.

Trilogy Global Advisors first reported a position in UHS in Q2 2016 and held it in 5 quarters. The position peaked at $21.1M in Q2 2017. 391 funds tracked by Wall St. Rank hold UHS as of Q3 2017.

  • Trilogy Global Advisors reported no remaining Universal Health Services position as of Q3 2017 after selling out during the quarter.
  • Trilogy Global Advisors sold 172,676 Universal Health Services shares in Q3 2017, an estimated $21.1M.
  • Trilogy Global Advisors first reported a position in Universal Health Services in Q2 2016 and held it in 5 quarters.
  • Trilogy Global Advisors's Universal Health Services position peaked at $21.1M in Q2 2017.
  • 391 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2017.

Based on Trilogy Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.