UAS
HQH

United Asset Strategies’s abrdn Healthcare Investors HQH Stock Holding History

United Asset Strategies’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-74,559
Closed -$1.78M – 221
2020
Q4 		$1.78M Buy
74,559
+3,439
+5% +$74.7K 0.28% 75
2020
Q3 		$1.47M Sell
71,120
-982
-1% -$20.8K 0.27% 75
2020
Q2 		$1.54M Sell
72,102
-743
-1% -$15.1K 0.3% 74
2020
Q1 		$1.3M Buy
72,845
+1,100
+2% +$21.7K 0.32% 70
2019
Q4 		$1.5M Sell
71,745
-15,029
-17% -$298K 0.29% 84
2019
Q3 		$1.59M Buy
86,774
+2,185
+3% +$42.1K 0.35% 79
2019
Q2 		$1.7M Buy
84,589
+8,557
+11% +$169K 0.39% 73
2019
Q1 		$1.56M Buy
76,032
+1,070
+1% +$21.9K 0.37% 75
2018
Q4 		$1.35M Sell
74,962
-13,145
-15% -$269K 0.37% 71
2018
Q3 		$2.04M Sell
88,107
-508
-0.6% -$11.5K 0.48% 60
2018
Q2 		$1.91M Sell
88,615
-9,573
-10% -$204K 0.5% 58
2018
Q1 		$2.11M Buy
98,188
+7,122
+8% +$164K 0.62% 49
2017
Q4 		$2.05M Buy
+91,066
New +$2.13M 0.55% 51
2017
Q3 		– Sell
-105,622
Closed -$2.65M – 138
2017
Q2 		$2.65M Buy
105,622
+2,709
+3% +$67.1K 0.79% 44
2017
Q1 		$2.47M Buy
102,913
+4,858
+5% +$114K 0.75% 44
2016
Q4 		$2.07M Buy
98,055
+27,131
+38% +$604K 0.68% 46
2016
Q3 		$1.69M Buy
70,924
+7,357
+12% +$185K 0.59% 52
2016
Q2 		$1.49M Buy
+63,567
New +$1.58M 0.56% 52
2014
Q4 		– Sell
-84,132
Closed -$2.34M – 136
2014
Q3 		$2.34M Buy
84,132
+4,017
+5% +$109K 1.05% 40
2014
Q2 		$2.06M Buy
80,115
+177
+0.2% +$4.61K 1% 39
2014
Q1 		$2.13M Buy
79,938
+7,799
+11% +$217K 1.21% 29
2013
Q4 		$1.9M Sell
72,139
-3,282
-4% -$80.4K 1.31% 23
2013
Q3 		$1.77M Sell
75,421
-974
-1% -$23K 1.12% 28
2013
Q2 		$1.72M Buy
+76,395
New +$1.62M 1.13% 33

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Asset Strategies's HQH Position: Q1 2021 in Review

United Asset Strategies sold out of abrdn Healthcare Investors (HQH) in Q1 2021, closing a stake of 74,559 shares — an estimated $1.78M sold.

United Asset Strategies first reported a position in HQH in Q2 2013 and held it in 24 quarters. The position peaked at $2.65M in Q2 2017. 115 funds tracked by Wall St. Rank hold HQH as of Q1 2021.

  • United Asset Strategies reported no remaining abrdn Healthcare Investors position as of Q1 2021 after selling out during the quarter.
  • United Asset Strategies sold 74,559 abrdn Healthcare Investors shares in Q1 2021, an estimated $1.78M.
  • United Asset Strategies first reported a position in abrdn Healthcare Investors in Q2 2013 and held it in 24 quarters.
  • United Asset Strategies's abrdn Healthcare Investors position peaked at $2.65M in Q2 2017.
  • 115 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2021.

Based on United Asset Strategies's 13F filing for Q1 2021, filed 27 Apr 2021.