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Wealthfront’s Universal Health Services UHS Stock Holding History

Wealthfront’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
Q4 		– Sell
-2,727
Closed -$303K – 521
2017
Q3 		$303K Buy
+2,727
New +$307K ﹤0.01% 418
2016
Q4 		– Sell
-1,860
Closed -$229K – 399
2016
Q3 		$229K Sell
1,860
-166
-8% -$21K 0.01% 341
2016
Q2 		$272K Buy
2,026
+296
+17% +$39K 0.01% 280
2016
Q1 		$216K Buy
+1,730
New +$195K 0.01% 302
2015
Q4 		– Sell
-1,323
Closed -$165K – 1009
2015
Q3 		$165K Buy
1,323
+159
+14% +$22.1K 0.01% 309
2015
Q2 		$165K Buy
1,164
+372
+47% +$46.6K 0.01% 300
2015
Q1 		$93K Buy
792
+650
+458% +$71.9K ﹤0.01% 396
2014
Q4 		$16K Buy
142
+86
+154% +$9.03K ﹤0.01% 556
2014
Q3 		$6K Buy
+56
New +$5.95K ﹤0.01% 552

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthfront's UHS Position: Q4 2017 in Review

Wealthfront sold out of Universal Health Services (UHS) in Q4 2017, closing a stake of 2,727 shares — an estimated $303K sold.

Wealthfront first reported a position in UHS in Q3 2014 and held it in 9 quarters. The position peaked at $303K in Q3 2017. 401 funds tracked by Wall St. Rank hold UHS as of Q4 2017.

  • Wealthfront reported no remaining Universal Health Services position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 2,727 Universal Health Services shares in Q4 2017, an estimated $303K.
  • Wealthfront first reported a position in Universal Health Services in Q3 2014 and held it in 9 quarters.
  • Wealthfront's Universal Health Services position peaked at $303K in Q3 2017.
  • 401 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.