U.S. Global Investors (USGI)’s Universal Health Services UHS Stock Holding History

U.S. Global Investors (USGI)’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
2020 Q4	–	Sell	-1,278	Closed	-$137K	–	199
2020 Q3	$137K	Hold	1,278	–	–	0.01%	130
2020 Q2	$119K	Sell	1,278 -750	-37%	-$75K	0.01%	142
2020 Q1	$201K	Buy	+2,028	New	+$257K	0.05%	125
2016 Q4	–	Sell	-3,442	Closed	-$424K	–	216
2016 Q3	$424K	Sell	3,442 -800	-19%	-$101K	0.2%	106
2016 Q2	$569K	Sell	4,242 -1,800	-30%	-$237K	0.31%	96
2016 Q1	$754K	Buy	+6,042	New	+$679K	0.4%	97
2015 Q4	–	Sell	-600	Closed	-$75K	–	311
2015 Q3	$75K	Buy	+600	New	+$83.5K	0.04%	217

Other funds holding UHS

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

U.S. Global Investors (USGI)'s UHS Position: Q4 2020 in Review

U.S. Global Investors (USGI) sold out of Universal Health Services (UHS) in Q4 2020, closing a stake of 1,278 shares — an estimated $137K sold.

U.S. Global Investors (USGI) first reported a position in UHS in Q3 2015 and held it in 7 quarters. The position peaked at $754K in Q1 2016. 456 funds tracked by Wall St. Rank hold UHS as of Q4 2020.

U.S. Global Investors (USGI) reported no remaining Universal Health Services position as of Q4 2020 after selling out during the quarter.
U.S. Global Investors (USGI) sold 1,278 Universal Health Services shares in Q4 2020, an estimated $137K.
U.S. Global Investors (USGI) first reported a position in Universal Health Services in Q3 2015 and held it in 7 quarters.
U.S. Global Investors (USGI)'s Universal Health Services position peaked at $754K in Q1 2016.
456 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2020, filed 11 Feb 2021.