Ownership history in SHELL ASSET MANAGEMENT CO Β· 71 quarters on record
This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO reported a position in UNIVERSAL HEALTH S CLASS'B'COM USD0.01 CL B (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.
π SHELL ASSET MANAGEMENT CO outperformed the S&P 500 by +4.6% annually on this UHS position. Timing score: 53% (32/60 decisions correct). Average cost basis: $51.99. Maximum drawdown during holding period: β40.4%.
β
Outperformed SPY on this position by 4.6% ann.
70 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
32 of 60 add/trim decisions correct
Best entry: $21.51 (2005 Q3) Β· Worst: $227.62 (2024 Q3)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
21 adds Β· 39 trims. Bought during 10 of 28 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β 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.
As of 2025 Q4 β sorted by position size