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Stoneridge Investment Partners’s HCA Healthcare HCA Stock Holding History

Stoneridge Investment Partners’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
2014
Q3 		– Sell
-41,987
Closed -$2.37M – 261
2014
Q2 		$2.37M Buy
+41,987
New +$2.22M 0.35% 95
2014
Q1 		– Sell
-74,676
Closed -$3.56M – 214
2013
Q4 		$3.56M Buy
74,676
+2,000
+3% +$92.4K 0.68% 56
2013
Q3 		$3.11M Sell
72,676
-16,524
-19% -$646K 0.68% 47
2013
Q2 		$3.22M Buy
+89,200
New +$3.45M 0.75% 46

Other funds holding HCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Stoneridge Investment Partners's HCA Position: Q3 2014 in Review

Stoneridge Investment Partners sold out of HCA Healthcare (HCA) in Q3 2014, closing a stake of 41,987 shares — an estimated $2.37M sold.

Stoneridge Investment Partners first reported a position in HCA in Q2 2013 and held it in 4 quarters. The position peaked at $3.56M in Q4 2013. 506 funds tracked by Wall St. Rank hold HCA as of Q3 2014.

  • Stoneridge Investment Partners reported no remaining HCA Healthcare position as of Q3 2014 after selling out during the quarter.
  • Stoneridge Investment Partners sold 41,987 HCA Healthcare shares in Q3 2014, an estimated $2.37M.
  • Stoneridge Investment Partners first reported a position in HCA Healthcare in Q2 2013 and held it in 4 quarters.
  • Stoneridge Investment Partners's HCA Healthcare position peaked at $3.56M in Q4 2013.
  • 506 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2014.

Based on Stoneridge Investment Partners's 13F filing for Q3 2014, filed 22 Oct 2014.