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Arbor Wealth Management’s HCA Healthcare HCA Stock Holding History

Arbor Wealth Management’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
2021
Q1 		– Sell
-53,216
Closed -$8.75M – 45
2020
Q4 		$8.75M Sell
53,216
-5,317
-9% -$777K 3.29% 12
2020
Q3 		$7.3M Buy
58,533
+14,898
+34% +$1.84M 2.9% 15
2020
Q2 		$4.24M Buy
+43,635
New +$4.54M 1.98% 21
2017
Q4 		– Sell
-7,395
Closed -$594K – 66
2017
Q3 		$562K Buy
+7,395
New +$595K 0.48% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Arbor Wealth Management's HCA Position: Q1 2021 in Review

Arbor Wealth Management sold out of HCA Healthcare (HCA) in Q1 2021, closing a stake of 53,216 shares — an estimated $8.75M sold.

Arbor Wealth Management first reported a position in HCA in Q3 2017 and held it in 4 quarters. The position peaked at $8.75M in Q4 2020. 787 funds tracked by Wall St. Rank hold HCA as of Q1 2021.

  • Arbor Wealth Management reported no remaining HCA Healthcare position as of Q1 2021 after selling out during the quarter.
  • Arbor Wealth Management sold 53,216 HCA Healthcare shares in Q1 2021, an estimated $8.75M.
  • Arbor Wealth Management first reported a position in HCA Healthcare in Q3 2017 and held it in 4 quarters.
  • Arbor Wealth Management's HCA Healthcare position peaked at $8.75M in Q4 2020.
  • 787 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2021.

Based on Arbor Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.