Yorktown Management & Research Company’s Universal Health Services UHS Stock Holding History

Yorktown Management & Research Company’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
2020 Q1	–	Sell	-1,700	Closed	-$244K	–	318
2019 Q4	$244K	Hold	1,700	–	–	0.13%	235
2019 Q3	$253K	Sell	1,700 -900	-35%	-$129K	0.14%	229
2019 Q2	$339K	Hold	2,600	–	–	0.13%	202
2019 Q1	$348K	Hold	2,600	–	–	0.11%	213
2018 Q4	$303K	Buy	+2,600	New	+$327K	0.1%	210

Other funds holding UHS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Yorktown Management & Research Company's UHS Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Universal Health Services (UHS) in Q1 2020, closing a stake of 1,700 shares — an estimated $244K sold.

Yorktown Management & Research Company first reported a position in UHS in Q4 2018 and held it in 5 quarters. The position peaked at $348K in Q1 2019. 422 funds tracked by Wall St. Rank hold UHS as of Q1 2020.

Yorktown Management & Research Company reported no remaining Universal Health Services position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 1,700 Universal Health Services shares in Q1 2020, an estimated $244K.
Yorktown Management & Research Company first reported a position in Universal Health Services in Q4 2018 and held it in 5 quarters.
Yorktown Management & Research Company's Universal Health Services position peaked at $348K in Q1 2019.
422 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.