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Homrich & Berg’s HCA Healthcare HCA Stock Holding History

Homrich & Berg’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 		$324K Buy
1,336
+84
+7% +$20.5K 0.01% 349
2021
Q2 		$259K Buy
1,252
+10
+0.8% +$2.04K 0.01% 395
2021
Q1 		$234K Hold
1,242
– – 0.01% 378
2020
Q4 		$204K Buy
+1,242
New +$182K 0.01% 377

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

Homrich & Berg's HCA Position: Q3 2021 in Review

Homrich & Berg increased its HCA Healthcare (HCA) stake by 6.7% in Q3 2021, buying an estimated $20.5K and bringing the position to 1,336 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #349.

Homrich & Berg first reported a position in HCA in Q4 2020 and has held it in 4 quarters since. 885 funds tracked by Wall St. Rank hold HCA as of Q3 2021.

  • Homrich & Berg held 1,336 shares of HCA Healthcare worth $324K as of Q3 2021.
  • Homrich & Berg bought 84 HCA Healthcare shares in Q3 2021, an estimated $20.5K.
  • HCA Healthcare made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #349 holding.
  • Homrich & Berg first reported a position in HCA Healthcare in Q4 2020 and has held it in 4 quarters since.
  • 885 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.