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Aperio Group’s HCA Healthcare HCA Stock Holding History

Aperio Group’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
2020
Q4 		$34.6M Buy
210,467
+15,151
+8% +$2.22M 0.1% 196
2020
Q3 		$24.4M Buy
195,316
+21,256
+12% +$2.63M 0.08% 231
2020
Q2 		$16.9M Sell
174,060
-66,287
-28% -$6.89M 0.06% 300
2020
Q1 		$21.6M Sell
240,347
-7,207
-3% -$933K 0.1% 216
2019
Q4 		$36.6M Sell
247,554
-6,519
-3% -$875K 0.13% 172
2019
Q3 		$30.6M Sell
254,073
-3,237
-1% -$418K 0.12% 195
2019
Q2 		$34.8M Sell
257,310
-6,806
-3% -$861K 0.14% 156
2019
Q1 		$34.4M Buy
264,116
+20,700
+9% +$2.78M 0.15% 149
2018
Q4 		$30.3M Buy
243,416
+18,802
+8% +$2.52M 0.15% 145
2018
Q3 		$31.2M Buy
224,614
+15,680
+8% +$1.95M 0.14% 164
2018
Q2 		$21.4M Buy
208,934
+26,479
+15% +$2.68M 0.1% 222
2018
Q1 		$17.7M Buy
182,455
+12,491
+7% +$1.21M 0.09% 266
2017
Q4 		$14.9M Sell
169,964
-24,482
-13% -$1.97M 0.08% 306
2017
Q3 		$15.5M Sell
194,446
-6,357
-3% -$511K 0.09% 275
2017
Q2 		$17.5M Buy
200,803
+14,456
+8% +$1.22M 0.11% 219
2017
Q1 		$16.6M Buy
186,347
+33,039
+22% +$2.75M 0.11% 213
2016
Q4 		$11.3M Buy
153,308
+3,952
+3% +$296K 0.09% 270
2016
Q3 		$11.3M Buy
149,356
+3,881
+3% +$297K 0.08% 287
2016
Q2 		$11.2M Buy
145,475
+15,823
+12% +$1.25M 0.09% 268
2016
Q1 		$10.1M Buy
129,652
+48,725
+60% +$3.4M 0.09% 270
2015
Q4 		$5.47M Sell
80,927
-4,501
-5% -$314K 0.05% 433
2015
Q3 		$6.61M Buy
85,428
+11,486
+16% +$1.02M 0.07% 349
2015
Q2 		$6.71M Buy
73,942
+12,153
+20% +$974K 0.07% 327
2015
Q1 		$4.65M Buy
61,789
+10,714
+21% +$769K 0.05% 429
2014
Q4 		$3.75M Buy
51,075
+4,071
+9% +$286K 0.05% 462
2014
Q3 		$3.31M Buy
47,004
+8,972
+24% +$593K 0.04% 469
2014
Q2 		$2.14M Buy
38,032
+2,288
+6% +$121K 0.03% 573
2014
Q1 		$1.88M Buy
+35,744
New +$1.78M 0.03% 720
2013
Q4 		– Sell
-25,753
Closed -$1.19M – 768
2013
Q3 		$1.1M Buy
25,753
+1,195
+5% +$46.7K 0.02% 810
2013
Q2 		$886K Buy
+24,558
New +$950K 0.02% 808

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's HCA Position: Q4 2020 in Review

Aperio Group increased its HCA Healthcare (HCA) stake by 7.8% in Q4 2020, buying an estimated $2.22M and bringing the position to 210,467 shares worth $34.6M. The position accounts for 0.1% of the portfolio, ranked #196.

Aperio Group first reported a position in HCA in Q2 2013 and has held it in 30 quarters since. The position peaked at $36.6M in Q4 2019. 779 funds tracked by Wall St. Rank hold HCA as of Q4 2020.

  • Aperio Group held 210,467 shares of HCA Healthcare worth $34.6M as of Q4 2020.
  • Aperio Group bought 15,151 HCA Healthcare shares in Q4 2020, an estimated $2.22M.
  • HCA Healthcare made up 0.1% of Aperio Group's portfolio in Q4 2020, its #196 holding.
  • Aperio Group first reported a position in HCA Healthcare in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's HCA Healthcare position peaked at $36.6M in Q4 2019.
  • 779 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.