9258 Wealth Management’s HCA Healthcare HCA Stock Holding History

9258 Wealth Management’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
2024 Q3	$482K	Sell	1,186 -34	-3%	-$12.4K	0.07%	204
2024 Q2	$392K	Hold	1,220	–	–	0.06%	231
2024 Q1	$407K	Hold	1,220	–	–	0.06%	226
2023 Q4	$330K	Hold	1,220	–	–	0.06%	241
2023 Q3	$300K	Sell	1,220 -1	-0.1%	-$274	0.06%	242
2023 Q2	$371K	Buy	1,221 +4	+0.3%	+$1.11K	0.07%	226
2023 Q1	$321K	Hold	1,217	–	–	0.06%	244
2022 Q4	$292K	Buy	1,217 +72	+6%	+$16.1K	0.06%	257
2022 Q3	$210K	Sell	1,145 -109	-9%	-$21.7K	0.05%	297
2022 Q2	$211K	Sell	1,254 -71	-5%	-$15.3K	0.05%	305
2022 Q1	$332K	Buy	1,325 +46	+4%	+$11.6K	0.08%	258
2021 Q4	$329K	Buy	1,279 +95	+8%	+$23.2K	0.08%	268
2021 Q3	$287K	Buy	1,184 +11	+0.9%	+$2.69K	0.08%	268
2021 Q2	$243K	Buy	1,173 +102	+10%	+$20.8K	0.07%	299
2021 Q1	$202K	Buy	+1,071	New	+$189K	0.06%	312

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's HCA Position: Q3 2024 in Review

9258 Wealth Management reduced its HCA Healthcare (HCA) stake by 2.8% in Q3 2024, selling an estimated $12.4K and leaving 1,186 shares worth $482K. The position accounts for 0.07% of the portfolio, ranked #204.

9258 Wealth Management first reported a position in HCA in Q1 2021 and has held it in 15 quarters since. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

9258 Wealth Management held 1,186 shares of HCA Healthcare worth $482K as of Q3 2024.
9258 Wealth Management sold 34 HCA Healthcare shares in Q3 2024, an estimated $12.4K.
HCA Healthcare made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #204 holding.
9258 Wealth Management first reported a position in HCA Healthcare in Q1 2021 and has held it in 15 quarters since.
1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.