UHS β€” UNIVERSAL HLTH SVCS INC

Ownership history in HighPoint Advisor Group LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC reported a position in UNIVERSAL HLTH SVCS INC (UHS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.21% (2015 Q3)
πŸ“Š Avg. % of fund
0.31%
πŸ“… First filed
2015 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

HighPoint Advisor Group LLC Γ— UHS AI Analytics

πŸ“‰ HighPoint Advisor Group LLC underperformed the S&P 500 by –107.1% annually on this UHS position. Timing score: 29% (2/7 decisions correct). Average cost basis: $119.19. Maximum drawdown during holding period: –4.2%.

πŸ“ˆ Position Alpha vs SPY
-107.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 107.1% ann.
7 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$119.19
+71.2% vs current ($204.07)

Best entry: $114.43 (2015 Q4)  Β·  Worst: $119.43 (2015 Q3)

πŸ›‘οΈ Drawdown Resilience
–4.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
25%
buy-side decisions

2 adds Β· 6 trims. Bought during 1 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UHS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,778 -75 -4.0% 0.02% $363K $204.07
2025 Q2 REDUCED 1,853 -30 -1.6% 0.02% $336K $180.63
2025 Q1 REDUCED 1,883 -54 -2.8% 0.02% $324K $187.16
2024 Q4 REDUCED 1,937 -2,203 -53.2% 0.02% $351K $178.51
2016 Q2 REDUCED 4,140 -917 -18.1% 0.18% $522K $128.63
2016 Q1 REDUCED 5,057 -4,099 -44.8% 0.40% $653K $119.55
2015 Q4 ADDED 9,156 +440 +5.0% 0.65% $984K $114.43
2015 Q3 INITIATED 8,716 β€” β€” 1.21% $1.1M $119.43
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