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Evercore Wealth Management’s HCA Healthcare HCA Stock Holding History

Evercore 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
2018
Q1 		– Sell
-81
Closed -$7K – 527
2017
Q4 		$7K Hold
81
– – ﹤0.01% 827
2017
Q3 		$6K Buy
+81
New +$6.51K ﹤0.01% 829
2017
Q1 		– Sell
-23
Closed -$2K – 1004
2016
Q4 		$2K Buy
+23
New +$1.72K ﹤0.01% 946

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Evercore Wealth Management's HCA Position: Q1 2018 in Review

Evercore Wealth Management sold out of HCA Healthcare (HCA) in Q1 2018, closing a stake of 81 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in HCA in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 613 funds tracked by Wall St. Rank hold HCA as of Q1 2018.

  • Evercore Wealth Management reported no remaining HCA Healthcare position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 81 HCA Healthcare shares in Q1 2018, an estimated $7K.
  • Evercore Wealth Management first reported a position in HCA Healthcare in Q4 2016 and held it in 3 quarters.
  • Evercore Wealth Management's HCA Healthcare position peaked at $7K in Q4 2017.
  • 613 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.