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Avalon Investment & Advisory’s HCA Healthcare HCA Stock Holding History

Avalon Investment & Advisory’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
-4,648
Closed -$606K – 328
2019
Q1 		$606K Sell
4,648
-101,658
-96% -$13.7M 0.01% 270
2018
Q4 		$13.2M Buy
106,306
+3,976
+4% +$534K 0.34% 90
2018
Q3 		$14.2M Sell
102,330
-585
-0.6% -$72.8K 0.4% 87
2018
Q2 		$10.6M Sell
102,915
-1,811
-2% -$183K 0.31% 113
2018
Q1 		$10.2M Buy
+104,726
New +$10.2M 0.31% 116
2015
Q4 		– Sell
-213,463
Closed -$16.5M – 263
2015
Q3 		$16.5M Buy
213,463
+11,676
+6% +$1.03M 0.73% 51
2015
Q2 		$18.3M Buy
201,787
+3,746
+2% +$300K 0.79% 47
2015
Q1 		$14.9M Buy
198,041
+9,027
+5% +$648K 0.65% 65
2014
Q4 		$13.9M Buy
189,014
+17,128
+10% +$1.2M 0.63% 63
2014
Q3 		$12.1M Buy
171,886
+3,619
+2% +$239K 0.61% 59
2014
Q2 		$9.49M Buy
168,267
+5,072
+3% +$268K 0.48% 100
2014
Q1 		$8.57M Sell
163,195
-2,753
-2% -$137K 0.47% 94
2013
Q4 		$7.92M Buy
165,948
+37,010
+29% +$1.71M 0.44% 104
2013
Q3 		$5.51M Sell
128,938
-12,437
-9% -$486K 0.36% 115
2013
Q2 		$5.1M Buy
+141,375
New +$5.47M 0.3% 126

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Avalon Investment & Advisory's HCA Position: Q2 2019 in Review

Avalon Investment & Advisory sold out of HCA Healthcare (HCA) in Q2 2019, closing a stake of 4,648 shares — an estimated $606K sold.

Avalon Investment & Advisory first reported a position in HCA in Q2 2013 and held it in 15 quarters. The position peaked at $18.3M in Q2 2015. 675 funds tracked by Wall St. Rank hold HCA as of Q2 2019.

  • Avalon Investment & Advisory reported no remaining HCA Healthcare position as of Q2 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,648 HCA Healthcare shares in Q2 2019, an estimated $606K.
  • Avalon Investment & Advisory first reported a position in HCA Healthcare in Q2 2013 and held it in 15 quarters.
  • Avalon Investment & Advisory's HCA Healthcare position peaked at $18.3M in Q2 2015.
  • 675 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2019.

Based on Avalon Investment & Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.