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Jupiter Investment Management’s HCA Healthcare HCA Stock Holding History

Jupiter Investment 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
2020
Q1 		– Sell
-51,333
Closed -$7.59M – 422
2019
Q4 		$7.59M Hold
51,333
– – 0.11% 196
2019
Q3 		$6.18M Buy
+51,333
New +$6.63M 0.08% 219
2017
Q3 		– Sell
-1,323,406
Closed -$115M – 407
2017
Q2 		$115M Sell
1,323,406
-303,905
-19% -$25.7M 1.4% 24
2017
Q1 		$145M Buy
1,627,311
+501,591
+45% +$41.8M 2.05% 4
2016
Q4 		$83.3M Buy
1,125,720
+339,842
+43% +$25.5M 1.44% 21
2016
Q3 		$59.4M Sell
785,878
-450,199
-36% -$34.5M 1.03% 31
2016
Q2 		$95.2M Buy
1,236,077
+1,127,160
+1,035% +$89M 1.78% 9
2016
Q1 		$8.5M Buy
+108,917
New +$7.61M 0.17% 140
2015
Q3 		– Sell
-298,136
Closed -$27M – 368
2015
Q2 		$27M Buy
298,136
+298,052
+354,824% +$23.9M 0.79% 49
2015
Q1 		$6K Sell
84
-289,715
-100% -$20.8M ﹤0.01% 323
2014
Q4 		$21.3M Sell
289,799
-73,782
-20% -$5.19M 0.75% 41
2014
Q3 		$25.6M Buy
363,581
+127,634
+54% +$8.44M 1.26% 23
2014
Q2 		$13.3M Buy
235,947
+205,792
+682% +$10.9M 0.75% 45
2014
Q1 		$1.58M Sell
30,155
-136,845
-82% -$6.81M 0.11% 191
2013
Q4 		$7.97M Buy
167,000
+127,625
+324% +$5.9M 0.67% 50
2013
Q3 		$1.68M Buy
+39,375
New +$1.54M 0.16% 178

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's HCA Position: Q1 2020 in Review

Jupiter Investment Management sold out of HCA Healthcare (HCA) in Q1 2020, closing a stake of 51,333 shares — an estimated $7.59M sold.

Jupiter Investment Management first reported a position in HCA in Q3 2013 and held it in 16 quarters. The position peaked at $145M in Q1 2017. 707 funds tracked by Wall St. Rank hold HCA as of Q1 2020.

  • Jupiter Investment Management reported no remaining HCA Healthcare position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 51,333 HCA Healthcare shares in Q1 2020, an estimated $7.59M.
  • Jupiter Investment Management first reported a position in HCA Healthcare in Q3 2013 and held it in 16 quarters.
  • Jupiter Investment Management's HCA Healthcare position peaked at $145M in Q1 2017.
  • 707 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.