NERM
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New England Research & Management’s HCA Healthcare HCA Stock Holding History

New England Research & 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
2019
Q3 		– Sell
-5,000
Closed -$676K – 171
2019
Q2 		$676K Sell
5,000
-200
-4% -$25.3K 0.46% 80
2019
Q1 		$678K Buy
5,200
+1,750
+51% +$235K 0.46% 77
2018
Q4 		$429K Buy
+3,450
New +$463K 0.34% 95

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

New England Research & Management's HCA Position: Q3 2019 in Review

New England Research & Management sold out of HCA Healthcare (HCA) in Q3 2019, closing a stake of 5,000 shares — an estimated $676K sold.

New England Research & Management first reported a position in HCA in Q4 2018 and held it in 3 quarters. The position peaked at $678K in Q1 2019. 679 funds tracked by Wall St. Rank hold HCA as of Q3 2019.

  • New England Research & Management reported no remaining HCA Healthcare position as of Q3 2019 after selling out during the quarter.
  • New England Research & Management sold 5,000 HCA Healthcare shares in Q3 2019, an estimated $676K.
  • New England Research & Management first reported a position in HCA Healthcare in Q4 2018 and held it in 3 quarters.
  • New England Research & Management's HCA Healthcare position peaked at $678K in Q1 2019.
  • 679 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2019.

Based on New England Research & Management's 13F filing for Q3 2019, filed 4 Nov 2019.