Lenox Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$1K	Sell	2 -4	-67%	-$1K	﹤0.01%	710
2021 Q4	$2K	Buy	+6	New	+$1.47K	﹤0.01%	721
2020 Q1	–	Sell	-2	Closed	–	–	845
2019 Q4	$0	Buy	+2	New	+$269	﹤0.01%	763
2016 Q1	–	Sell	-93	Closed	-$6K	–	320
2015 Q4	$6K	Buy	+93	New	+$6.49K	﹤0.01%	210
2014 Q1	–	Sell	-47	Closed	-$2K	–	254
2013 Q4	$2K	Buy	+47	New	+$2.17K	﹤0.01%	304
2013 Q3	–	Sell	-190	Closed	-$7K	–	269
2013 Q2	$7K	Buy	+190	New	+$7.35K	0.01%	144

Other funds holding HCA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lenox Wealth Advisors's HCA Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its HCA Healthcare (HCA) stake by 67% in Q1 2022, selling an estimated $1K and leaving 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Lenox Wealth Advisors first reported a position in HCA in Q2 2013 and has held it in 6 quarters since. The position peaked at $7K in Q2 2013. 969 funds tracked by Wall St. Rank hold HCA as of Q1 2022.

Lenox Wealth Advisors held 2 shares of HCA Healthcare worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 4 HCA Healthcare shares in Q1 2022, an estimated $1K.
HCA Healthcare made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #710 holding.
Lenox Wealth Advisors first reported a position in HCA Healthcare in Q2 2013 and has held it in 6 quarters since.
Lenox Wealth Advisors's HCA Healthcare position peaked at $7K in Q2 2013.
969 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.