MLFP
HCA icon

MPS Loria Financial Planners’s HCA Healthcare HCA Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-16
Closed -$3K – 310
2021
Q1 		$3K Hold
16
– – ﹤0.01% 396
2020
Q4 		$3K Buy
+16
New +$2.34K ﹤0.01% 416

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's HCA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of HCA Healthcare (HCA) in Q2 2021, closing a stake of 16 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in HCA in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 822 funds tracked by Wall St. Rank hold HCA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining HCA Healthcare position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 16 HCA Healthcare shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in HCA Healthcare in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's HCA Healthcare position peaked at $3K in Q1 2021.
  • 822 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.