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Oakbrook Investments’s HCA Healthcare HCA Stock Holding History

Oakbrook Investments’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
Q1 		$222K Sell
2,475
-4,175
-63% -$541K 0.57% 66
2019
Q4 		$983K Sell
6,650
-8,025
-55% -$1.08M 0.2% 130
2019
Q3 		$1.77M Buy
+14,675
New +$1.9M 0.11% 130
2018
Q4 		– Sell
-10,920
Closed -$1.52M – 609
2018
Q3 		$1.52M Buy
+10,920
New +$1.36M 0.08% 205
2018
Q2 		– Sell
-10,185
Closed -$988K – 577
2018
Q1 		$988K Buy
+10,185
New +$988K 0.06% 230
2016
Q3 		– Sell
-37,580
Closed -$2.89M – 565
2016
Q2 		$2.89M Buy
37,580
+7,950
+27% +$628K 0.16% 120
2016
Q1 		$2.31M Buy
29,630
+100
+0.3% +$6.98K 0.15% 128
2015
Q4 		$2M Buy
29,530
+1,980
+7% +$138K 0.13% 142
2015
Q3 		$2.13M Buy
27,550
+2,300
+9% +$204K 0.14% 141
2015
Q2 		$2.29M Sell
25,250
-18,738
-43% -$1.5M 0.14% 144
2015
Q1 		$3.31M Buy
43,988
+40,700
+1,238% +$2.92M 0.18% 132
2014
Q4 		$241K Sell
3,288
-100
-3% -$7.03K 0.01% 504
2014
Q3 		$239K Sell
3,388
-5,100
-60% -$337K 0.01% 474
2014
Q2 		$479K Buy
8,488
+3,850
+83% +$203K 0.01% 395
2014
Q1 		$243K Sell
4,638
-1,117
-19% -$55.6K 0.01% 529
2013
Q4 		$275K Sell
5,755
-900
-14% -$41.6K 0.01% 514
2013
Q3 		$285K Sell
6,655
-3,800
-36% -$148K 0.01% 501
2013
Q2 		$377K Buy
+10,455
New +$404K 0.01% 494

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakbrook Investments's HCA Position: Q1 2020 in Review

Oakbrook Investments reduced its HCA Healthcare (HCA) stake by 63% in Q1 2020, selling an estimated $541K and leaving 2,475 shares worth $222K. The position accounts for 0.57% of the portfolio, ranked #66.

Oakbrook Investments first reported a position in HCA in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.31M in Q1 2015. 707 funds tracked by Wall St. Rank hold HCA as of Q1 2020.

  • Oakbrook Investments held 2,475 shares of HCA Healthcare worth $222K as of Q1 2020.
  • Oakbrook Investments sold 4,175 HCA Healthcare shares in Q1 2020, an estimated $541K.
  • HCA Healthcare made up 0.57% of Oakbrook Investments's portfolio in Q1 2020, its #66 holding.
  • Oakbrook Investments first reported a position in HCA Healthcare in Q2 2013 and has held it in 18 quarters since.
  • Oakbrook Investments's HCA Healthcare position peaked at $3.31M in Q1 2015.
  • 707 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.