WRF
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Waddell & Reed Financial’s Universal Health Services UHS Stock Holding History

Waddell & Reed 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
2016
Q3 		– Sell
-60,000
Closed -$8.05M – 625
2016
Q2 		$8.05M Buy
60,000
+30,000
+100% +$3.96M 0.02% 420
2016
Q1 		$3.74M Buy
+30,000
New +$3.37M 0.01% 514
2015
Q3 		– Sell
-27,600
Closed -$3.92M – 653
2015
Q2 		$3.92M Sell
27,600
-28,700
-51% -$3.59M 0.01% 534
2015
Q1 		$6.63M Sell
56,300
-5,300
-9% -$586K 0.01% 478
2014
Q4 		$6.85M Sell
61,600
-5,700
-8% -$599K 0.01% 461
2014
Q3 		$7.03M Sell
67,300
-6,300
-9% -$669K 0.01% 454
2014
Q2 		$7.05M Buy
73,600
+400
+0.5% +$34.6K 0.01% 472
2014
Q1 		$6.01M Buy
73,200
+400
+0.5% +$32.2K 0.01% 497
2013
Q4 		$5.92M Buy
72,800
+700
+1% +$55.9K 0.01% 490
2013
Q3 		$5.41M Buy
72,100
+600
+0.8% +$41.9K 0.01% 474
2013
Q2 		$4.79M Buy
+71,500
New +$4.72M 0.01% 459

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waddell & Reed Financial's UHS Position: Q3 2016 in Review

Waddell & Reed Financial sold out of Universal Health Services (UHS) in Q3 2016, closing a stake of 60,000 shares — an estimated $8.05M sold.

Waddell & Reed Financial first reported a position in UHS in Q2 2013 and held it in 11 quarters. The position peaked at $8.05M in Q2 2016. 419 funds tracked by Wall St. Rank hold UHS as of Q3 2016.

  • Waddell & Reed Financial reported no remaining Universal Health Services position as of Q3 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 60,000 Universal Health Services shares in Q3 2016, an estimated $8.05M.
  • Waddell & Reed Financial first reported a position in Universal Health Services in Q2 2013 and held it in 11 quarters.
  • Waddell & Reed Financial's Universal Health Services position peaked at $8.05M in Q2 2016.
  • 419 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2016.

Based on Waddell & Reed Financial's 13F filing for Q3 2016, filed 14 Nov 2016.