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Safeguard Investment Advisory Group’s HCA Healthcare HCA Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-187
Closed -$30K – 336
2020
Q4 		$30K Buy
+187
New +$27.3K 0.03% 256

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

Safeguard Investment Advisory Group's HCA Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of HCA Healthcare (HCA) in Q1 2021, closing a stake of 187 shares — an estimated $30K sold.

Safeguard Investment Advisory Group first reported a position in HCA in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 787 funds tracked by Wall St. Rank hold HCA as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining HCA Healthcare position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 187 HCA Healthcare shares in Q1 2021, an estimated $30K.
  • Safeguard Investment Advisory Group first reported a position in HCA Healthcare in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's HCA Healthcare position peaked at $30K in Q4 2020.
  • 787 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.