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Berman Capital Advisors’s HCA Healthcare HCA Stock Holding History

Berman Capital 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
2021
Q3 		$243K Buy
1,005
+125
+14% +$30.6K 0.04% 234
2021
Q2 		$181K Buy
880
+155
+21% +$31.6K 0.03% 255
2021
Q1 		$136K Buy
725
+169
+30% +$29.8K 0.03% 246
2020
Q4 		$91K Sell
556
-6
-1% -$877 0.02% 266
2020
Q3 		$70K Buy
562
+121
+27% +$15K 0.02% 274
2020
Q2 		$42K Buy
441
+43
+11% +$4.47K 0.01% 358
2020
Q1 		$34K Buy
398
+115
+41% +$14.9K 0.01% 365
2019
Q4 		$41K Hold
283
– – 0.01% 358
2019
Q3 		$34K Buy
283
+41
+17% +$5.3K 0.01% 373
2019
Q2 		$32K Buy
242
+5
+2% +$632 0.01% 399
2019
Q1 		$30K Buy
237
+50
+27% +$6.71K 0.01% 361
2018
Q4 		$22K Buy
+187
New +$25.1K 0.01% 373

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's HCA Position: Q3 2021 in Review

Berman Capital Advisors increased its HCA Healthcare (HCA) stake by 14% in Q3 2021, buying an estimated $30.6K and bringing the position to 1,005 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #234.

Berman Capital Advisors first reported a position in HCA in Q4 2018 and has held it in 12 quarters since. 886 funds tracked by Wall St. Rank hold HCA as of Q3 2021.

  • Berman Capital Advisors held 1,005 shares of HCA Healthcare worth $243K as of Q3 2021.
  • Berman Capital Advisors bought 125 HCA Healthcare shares in Q3 2021, an estimated $30.6K.
  • HCA Healthcare made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #234 holding.
  • Berman Capital Advisors first reported a position in HCA Healthcare in Q4 2018 and has held it in 12 quarters since.
  • 886 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.