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Alera Investment Advisors’s HCA Healthcare HCA Stock Holding History

Alera Investment Advisors’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-810
Closed -$106K – 460
2019
Q1 		$106K Buy
810
+4
+0.5% +$537 0.05% 102
2018
Q4 		$100K Buy
+806
New +$108K 0.06% 115

Other funds holding HCA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Alera Investment Advisors's HCA Position: Q2 2019 in Review

Alera Investment Advisors sold out of HCA Healthcare (HCA) in Q2 2019, closing a stake of 810 shares — an estimated $106K sold.

Alera Investment Advisors first reported a position in HCA in Q4 2018 and held it in 2 quarters. The position peaked at $106K in Q1 2019. 675 funds tracked by Wall St. Rank hold HCA as of Q2 2019.

  • Alera Investment Advisors reported no remaining HCA Healthcare position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 810 HCA Healthcare shares in Q2 2019, an estimated $106K.
  • Alera Investment Advisors first reported a position in HCA Healthcare in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's HCA Healthcare position peaked at $106K in Q1 2019.
  • 675 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.