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Sun Life Financial’s HCA Healthcare HCA Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-156
Closed -$29K – 258
2021
Q1 		$29K Hold
156
– – ﹤0.01% 219
2020
Q4 		$26K Sell
156
-3
-2% -$439 ﹤0.01% 219
2020
Q3 		$20K Sell
159
-1
-0.6% -$124 ﹤0.01% 237
2020
Q2 		$16K Buy
160
+5
+3% +$520 ﹤0.01% 236
2020
Q1 		$14K Hold
155
– – ﹤0.01% 216
2019
Q4 		$23K Sell
155
-65
-30% -$8.73K 0.01% 207
2019
Q3 		$26K Buy
220
+3
+1% +$388 0.01% 365
2019
Q2 		$29K Sell
217
-237
-52% -$30K 0.01% 348
2019
Q1 		$59K Sell
454
-290
-39% -$39K 0.01% 336
2018
Q4 		$93K Buy
744
+1
+0.1% +$134 0.02% 300
2018
Q3 		$103K Sell
743
-14
-2% -$1.74K 0.02% 325
2018
Q2 		$78K Buy
757
+633
+510% +$64K 0.01% 358
2018
Q1 		$1.28K Sell
124
-498
-80% -$48.3K 0.01% 282
2017
Q4 		$55K Sell
622
-1,509
-71% -$121K 0.01% 257
2017
Q3 		$170K Buy
2,131
+53
+3% +$4.26K 0.02% 254
2017
Q2 		$181K Buy
2,078
+2,064
+14,743% +$175K 0.02% 247
2017
Q1 		$156 Buy
+14
New +$1.17K ﹤0.01% 317

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sun Life Financial's HCA Position: Q2 2021 in Review

Sun Life Financial sold out of HCA Healthcare (HCA) in Q2 2021, closing a stake of 156 shares — an estimated $29K sold.

Sun Life Financial first reported a position in HCA in Q1 2017 and held it in 17 quarters. The position peaked at $181K in Q2 2017. 824 funds tracked by Wall St. Rank hold HCA as of Q2 2021.

  • Sun Life Financial reported no remaining HCA Healthcare position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 156 HCA Healthcare shares in Q2 2021, an estimated $29K.
  • Sun Life Financial first reported a position in HCA Healthcare in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's HCA Healthcare position peaked at $181K in Q2 2017.
  • 824 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.