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Nicola Wealth Management’s HCA Healthcare HCA Stock Holding History

Nicola 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
2019
Q1 		– Sell
-11,000
Closed -$1.37M – 107
2018
Q4 		$1.37M Sell
11,000
-6,000
-35% -$805K 0.23% 96
2018
Q3 		$2.37M Sell
17,000
-18,000
-51% -$2.24M 0.41% 84
2018
Q2 		$3.59M Buy
35,000
+5,000
+17% +$506K 0.7% 53
2018
Q1 		$2.91M Buy
+30,000
New +$2.91M 0.59% 70

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nicola Wealth Management's HCA Position: Q1 2019 in Review

Nicola Wealth Management sold out of HCA Healthcare (HCA) in Q1 2019, closing a stake of 11,000 shares — an estimated $1.37M sold.

Nicola Wealth Management first reported a position in HCA in Q1 2018 and held it in 4 quarters. The position peaked at $3.59M in Q2 2018. 701 funds tracked by Wall St. Rank hold HCA as of Q1 2019.

  • Nicola Wealth Management reported no remaining HCA Healthcare position as of Q1 2019 after selling out during the quarter.
  • Nicola Wealth Management sold 11,000 HCA Healthcare shares in Q1 2019, an estimated $1.37M.
  • Nicola Wealth Management first reported a position in HCA Healthcare in Q1 2018 and held it in 4 quarters.
  • Nicola Wealth Management's HCA Healthcare position peaked at $3.59M in Q2 2018.
  • 701 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2019.

Based on Nicola Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.