NJBEST
HCA icon

New Jersey Better Educational Savings Trust’s HCA Healthcare HCA Stock Holding History

New Jersey Better Educational Savings Trust’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
2015
Q1 		– Sell
-18,000
Closed -$1.32M – 186
2014
Q4 		$1.32M Buy
+18,000
New +$1.27M 0.59% 47
2014
Q3 		– Sell
-14,000
Closed -$789K – 188
2014
Q2 		$789K Hold
14,000
– – 0.36% 137
2014
Q1 		$735K Hold
14,000
– – 0.35% 137
2013
Q4 		$668K Buy
+14,000
New +$647K 0.33% 140

Other funds holding HCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

New Jersey Better Educational Savings Trust's HCA Position: Q1 2015 in Review

New Jersey Better Educational Savings Trust sold out of HCA Healthcare (HCA) in Q1 2015, closing a stake of 18,000 shares — an estimated $1.32M sold.

New Jersey Better Educational Savings Trust first reported a position in HCA in Q4 2013 and held it in 4 quarters. The position peaked at $1.32M in Q4 2014. 598 funds tracked by Wall St. Rank hold HCA as of Q1 2015.

  • New Jersey Better Educational Savings Trust reported no remaining HCA Healthcare position as of Q1 2015 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 18,000 HCA Healthcare shares in Q1 2015, an estimated $1.32M.
  • New Jersey Better Educational Savings Trust first reported a position in HCA Healthcare in Q4 2013 and held it in 4 quarters.
  • New Jersey Better Educational Savings Trust's HCA Healthcare position peaked at $1.32M in Q4 2014.
  • 598 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2015.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q1 2015, filed 14 May 2015.