RIG
HCA icon

Roosevelt Investment Group’s HCA Healthcare HCA Stock Holding History

Roosevelt Investment Group’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
2022
Q1 		– Sell
-5,050
Closed -$1.3M – 298
2021
Q4 		$1.3M Hold
5,050
– – 0.07% 117
2021
Q3 		$1.23M Hold
5,050
– – 0.08% 118
2021
Q2 		$1.04M Hold
5,050
– – 0.06% 127
2021
Q1 		$951K Hold
5,050
– – 0.06% 130
2020
Q4 		$831K Hold
5,050
– – 0.06% 134
2020
Q3 		$630K Buy
+5,050
New +$625K 0.05% 138

Other funds holding HCA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Roosevelt Investment Group's HCA Position: Q1 2022 in Review

Roosevelt Investment Group sold out of HCA Healthcare (HCA) in Q1 2022, closing a stake of 5,050 shares — an estimated $1.3M sold.

Roosevelt Investment Group first reported a position in HCA in Q3 2020 and held it in 6 quarters. The position peaked at $1.3M in Q4 2021. 968 funds tracked by Wall St. Rank hold HCA as of Q1 2022.

  • Roosevelt Investment Group reported no remaining HCA Healthcare position as of Q1 2022 after selling out during the quarter.
  • Roosevelt Investment Group sold 5,050 HCA Healthcare shares in Q1 2022, an estimated $1.3M.
  • Roosevelt Investment Group first reported a position in HCA Healthcare in Q3 2020 and held it in 6 quarters.
  • Roosevelt Investment Group's HCA Healthcare position peaked at $1.3M in Q4 2021.
  • 968 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2022.

Based on Roosevelt Investment Group's 13F filing for Q1 2022, filed 2 May 2022.