Wright Investors Service’s Universal Health Services UHS Stock Holding History

Wright Investors Service’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	-1,575	Closed	-$211K	–	225
2016 Q2	$211K	Buy	+1,575	New	+$208K	0.09%	210
2016 Q1	–	Sell	-3,435	Closed	-$410K	–	247
2015 Q4	$410K	Sell	3,435 -675	-16%	-$82.5K	0.15%	201
2015 Q3	$513K	Hold	4,110	–	–	0.23%	131
2015 Q2	$584K	Hold	4,110	–	–	0.28%	109
2015 Q1	$484K	Sell	4,110 -2,380	-37%	-$263K	0.23%	137
2014 Q4	$722K	Buy	+6,490	New	+$682K	0.35%	97
2014 Q3	–	Sell	-13,845	Closed	-$1.33M	–	220
2014 Q2	$1.33M	Hold	13,845	–	–	0.6%	44
2014 Q1	$1.14M	Buy	13,845 +635	+5%	+$51.1K	0.51%	57
2013 Q4	$1.07M	Sell	13,210 -605	-4%	-$48.3K	0.47%	64
2013 Q3	$1.04M	Sell	13,815 -5,045	-27%	-$352K	0.47%	62
2013 Q2	$1.26M	Buy	+18,860	New	+$1.25M	0.6%	48

Other funds holding UHS

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

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

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

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Wright Investors Service's UHS Position: Q3 2016 in Review

Wright Investors Service sold out of Universal Health Services (UHS) in Q3 2016, closing a stake of 1,575 shares — an estimated $211K sold.

Wright Investors Service first reported a position in UHS in Q2 2013 and held it in 11 quarters. The position peaked at $1.33M in Q2 2014. 419 funds tracked by Wall St. Rank hold UHS as of Q3 2016.

Wright Investors Service reported no remaining Universal Health Services position as of Q3 2016 after selling out during the quarter.
Wright Investors Service sold 1,575 Universal Health Services shares in Q3 2016, an estimated $211K.
Wright Investors Service first reported a position in Universal Health Services in Q2 2013 and held it in 11 quarters.
Wright Investors Service's Universal Health Services position peaked at $1.33M in Q2 2014.
419 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2016.

Based on Wright Investors Service's 13F filing for Q3 2016, filed 20 Oct 2016.