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Kaizen Advisory’s HCA Healthcare HCA Stock Holding History

Kaizen Advisory’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
Q4 		$93K Buy
745
+54
+8% +$7.25K 0.06% 231
2018
Q3 		$96K Hold
691
– – 0.05% 236
2018
Q2 		$71K Buy
691
+428
+163% +$43.3K 0.04% 278
2018
Q1 		$26K Hold
263
– – 0.03% 286
2017
Q4 		$23K Buy
+263
New +$21.1K 0.01% 301

Other funds holding HCA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Kaizen Advisory's HCA Position: Q4 2018 in Review

Kaizen Advisory increased its HCA Healthcare (HCA) stake by 7.8% in Q4 2018, buying an estimated $7.25K and bringing the position to 745 shares worth $93K. The position accounts for 0.06% of the portfolio, ranked #231.

Kaizen Advisory first reported a position in HCA in Q4 2017 and has held it in 5 quarters since. The position peaked at $96K in Q3 2018. 699 funds tracked by Wall St. Rank hold HCA as of Q4 2018.

  • Kaizen Advisory held 745 shares of HCA Healthcare worth $93K as of Q4 2018.
  • Kaizen Advisory bought 54 HCA Healthcare shares in Q4 2018, an estimated $7.25K.
  • HCA Healthcare made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #231 holding.
  • Kaizen Advisory first reported a position in HCA Healthcare in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's HCA Healthcare position peaked at $96K in Q3 2018.
  • 699 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.