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Lenox Wealth Management’s HCA Healthcare HCA Stock Holding History

Lenox 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
2020
Q2 		$4K Buy
+46
New +$4.78K ﹤0.01% 556
2019
Q3 		– Sell
-180
Closed -$24K – 709
2019
Q2 		$24K Buy
180
+8
+5% +$1.01K 0.01% 323
2019
Q1 		$22K Buy
+172
New +$23.1K 0.01% 340
2017
Q3 		– Sell
-213
Closed -$19K – 490
2017
Q2 		$19K Buy
+213
New +$18K 0.01% 316

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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's HCA Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in HCA Healthcare (HCA) in Q2 2020: 46 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in HCA as recently as Q2 2019.

Lenox Wealth Management first reported a position in HCA in Q2 2017 and has held it in 4 quarters since. The position peaked at $24K in Q2 2019. 685 funds tracked by Wall St. Rank hold HCA as of Q2 2020.

  • Lenox Wealth Management held 46 shares of HCA Healthcare worth $4K as of Q2 2020.
  • HCA Healthcare was a new Lenox Wealth Management position in Q2 2020.
  • HCA Healthcare made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #556 holding.
  • Lenox Wealth Management first reported a position in HCA Healthcare in Q2 2017 and has held it in 4 quarters since.
  • Lenox Wealth Management's HCA Healthcare position peaked at $24K in Q2 2019.
  • 685 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.