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Reilly Financial Advisors’s HCA Healthcare HCA Stock Holding History

Reilly Financial Advisors’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
Q4 		$2.86M Sell
11,120
-686
-6% -$168K 0.21% 78
2021
Q3 		$2.87M Sell
11,806
-1,329
-10% -$325K 0.24% 68
2021
Q2 		$2.72M Buy
13,135
+35
+0.3% +$7.13K 0.22% 71
2021
Q1 		$2.47M Sell
13,100
-3,799
-22% -$670K 0.22% 70
2020
Q4 		$2.78M Sell
16,899
-322
-2% -$47.1K 0.26% 67
2020
Q3 		$2.15M Buy
17,221
+349
+2% +$43.2K 0.23% 70
2020
Q2 		$1.64M Buy
16,872
+1,157
+7% +$120K 0.19% 76
2020
Q1 		$1.41M Sell
15,715
-137
-0.9% -$17.7K 0.2% 76
2019
Q4 		$2.34M Buy
15,852
+140
+0.9% +$18.8K 0.27% 67
2019
Q3 		$1.89M Sell
15,712
-393
-2% -$50.8K 0.23% 76
2019
Q2 		$2.18M Sell
16,105
-360
-2% -$45.5K 0.27% 70
2019
Q1 		$2.15M Sell
16,465
-704
-4% -$94.6K 0.28% 71
2018
Q4 		$2.14M Buy
17,169
+505
+3% +$67.8K 0.31% 69
2018
Q3 		$2.32M Sell
16,664
-2,751
-14% -$342K 0.31% 64
2018
Q2 		$1.99M Sell
19,415
-1,895
-9% -$192K 0.28% 64
2018
Q1 		$2.07M Buy
21,310
+1,490
+8% +$145K 0.29% 65
2017
Q4 		$1.74M Buy
+19,820
New +$1.59M 0.25% 71

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's HCA Position: Q4 2021 in Review

Reilly Financial Advisors reduced its HCA Healthcare (HCA) stake by 5.8% in Q4 2021, selling an estimated $168K and leaving 11,120 shares worth $2.86M. The position accounts for 0.21% of the portfolio, ranked #78.

Reilly Financial Advisors first reported a position in HCA in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.87M in Q3 2021. 948 funds tracked by Wall St. Rank hold HCA as of Q4 2021.

  • Reilly Financial Advisors held 11,120 shares of HCA Healthcare worth $2.86M as of Q4 2021.
  • Reilly Financial Advisors sold 686 HCA Healthcare shares in Q4 2021, an estimated $168K.
  • HCA Healthcare made up 0.21% of Reilly Financial Advisors's portfolio in Q4 2021, its #78 holding.
  • Reilly Financial Advisors first reported a position in HCA Healthcare in Q4 2017 and has held it in 17 quarters since.
  • Reilly Financial Advisors's HCA Healthcare position peaked at $2.87M in Q3 2021.
  • 948 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.