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Optimal Asset Management’s HCA Healthcare HCA Stock Holding History

Optimal Asset 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
2021
Q1 		– Sell
-4,133
Closed -$680K – 387
2020
Q4 		$680K Sell
4,133
-4
-0.1% -$585 0.1% 301
2020
Q3 		$516K Sell
4,137
-2,382
-37% -$295K 0.07% 335
2020
Q2 		$633K Sell
6,519
-11,904
-65% -$1.24M 0.1% 298
2020
Q1 		$1.66K Buy
18,423
+8,582
+87% +$1.11M 0.16% 217
2019
Q4 		$1.46M Buy
+9,841
New +$1.32M 0.22% 178

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Optimal Asset Management's HCA Position: Q1 2021 in Review

Optimal Asset Management sold out of HCA Healthcare (HCA) in Q1 2021, closing a stake of 4,133 shares — an estimated $680K sold.

Optimal Asset Management first reported a position in HCA in Q4 2019 and held it in 5 quarters. The position peaked at $1.46M in Q4 2019. 786 funds tracked by Wall St. Rank hold HCA as of Q1 2021.

  • Optimal Asset Management reported no remaining HCA Healthcare position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 4,133 HCA Healthcare shares in Q1 2021, an estimated $680K.
  • Optimal Asset Management first reported a position in HCA Healthcare in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's HCA Healthcare position peaked at $1.46M in Q4 2019.
  • 786 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.