Addison Advisors’s HCA Healthcare HCA Stock Holding History

Addison Advisors’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
2023 Q1	–	Sell	-8	Closed	-$1.92K	–	696
2022 Q4	$1.92K	Buy	8 +4	+100%	+$896	﹤0.01%	563
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	620
2022 Q2	$1K	Sell	4 -6	-60%	-$1.29K	﹤0.01%	610
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	551
2021 Q4	$3K	Buy	+10	New	+$2.45K	﹤0.01%	493

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Addison Advisors's HCA Position: Q1 2023 in Review

Addison Advisors sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 8 shares — an estimated $1.92K sold.

Addison Advisors first reported a position in HCA in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

Addison Advisors reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
Addison Advisors sold 8 HCA Healthcare shares in Q1 2023, an estimated $1.92K.
Addison Advisors first reported a position in HCA Healthcare in Q4 2021 and held it in 5 quarters.
Addison Advisors's HCA Healthcare position peaked at $3K in Q1 2022.
970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.