Carroll Financial Associates’s HCA Healthcare HCA Stock Holding History

Carroll Financial Associates’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 Q4	$0	Sell	2 -7	-78%	-$1.71K	﹤0.01%	1748
2021 Q3	$2K	Buy	9 +2	+29%	+$489	﹤0.01%	1556
2021 Q2	$1K	Sell	7 -83	-92%	-$16.9K	﹤0.01%	1630
2021 Q1	$16K	Hold	90	–	–	﹤0.01%	1084
2020 Q4	$14K	Hold	90	–	–	﹤0.01%	1020
2020 Q3	$11K	Hold	90	–	–	﹤0.01%	1007
2020 Q2	$8K	Sell	90 -24	-21%	-$2.5K	﹤0.01%	1081
2020 Q1	$10K	Buy	+114	New	+$14.8K	﹤0.01%	936

Other funds holding HCA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's HCA Position: Q4 2021 in Review

Carroll Financial Associates reduced its HCA Healthcare (HCA) stake by 78% in Q4 2021, selling an estimated $1.71K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Carroll Financial Associates first reported a position in HCA in Q1 2020 and has held it in 8 quarters since. The position peaked at $16K in Q1 2021. 948 funds tracked by Wall St. Rank hold HCA as of Q4 2021.

Carroll Financial Associates held 2 shares of HCA Healthcare worth $0 as of Q4 2021.
Carroll Financial Associates sold 7 HCA Healthcare shares in Q4 2021, an estimated $1.71K.
HCA Healthcare made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1748 holding.
Carroll Financial Associates first reported a position in HCA Healthcare in Q1 2020 and has held it in 8 quarters since.
Carroll Financial Associates's HCA Healthcare position peaked at $16K in Q1 2021.
948 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.