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Wealthspire Advisors (Maryland)’s Universal Health Services UHS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-220
Closed -$29K – 1944
2019
Q1 		$29K Buy
220
+21
+11% +$2.77K ﹤0.01% 1128
2018
Q4 		$23K Sell
199
-306
-61% -$38.5K ﹤0.01% 1154
2018
Q3 		$65K Buy
505
+95
+23% +$11.7K 0.01% 875
2018
Q2 		$46K Sell
410
-24
-6% -$2.81K ﹤0.01% 1008
2018
Q1 		$51K Buy
434
+44
+11% +$5.22K ﹤0.01% 978
2017
Q4 		$44K Buy
390
+55
+16% +$5.88K ﹤0.01% 1059
2017
Q3 		$37K Sell
335
-93
-22% -$10.5K ﹤0.01% 1085
2017
Q2 		$52K Buy
428
+19
+5% +$2.26K 0.01% 940
2017
Q1 		$51K Buy
409
+26
+7% +$3.07K 0.01% 797
2016
Q4 		$41K Buy
383
+238
+164% +$28.2K 0.01% 829
2016
Q3 		$18K Buy
145
+7
+5% +$887 ﹤0.01% 1097
2016
Q2 		$19K Hold
138
– – ﹤0.01% 1014
2016
Q1 		$17K Hold
138
– – ﹤0.01% 1025
2015
Q4 		$16K Buy
+138
New +$16.9K ﹤0.01% 1051

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UHS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Universal Health Services (UHS) in Q2 2019, closing a stake of 220 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in UHS in Q4 2015 and held it in 14 quarters. The position peaked at $65K in Q3 2018. 441 funds tracked by Wall St. Rank hold UHS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Universal Health Services position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 220 Universal Health Services shares in Q2 2019, an estimated $29K.
  • Wealthspire Advisors (Maryland) first reported a position in Universal Health Services in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Universal Health Services position peaked at $65K in Q3 2018.
  • 441 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.