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Advisor Partners II’s HCA Healthcare HCA Stock Holding History

Advisor Partners II’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
Q3 		$2.42M Sell
9,829
-289
-3% -$79.1K 0.1% 227
2023
Q2 		$3.07M Buy
10,118
+389
+4% +$108K 0.14% 135
2023
Q1 		$2.57M Buy
9,729
+447
+5% +$114K 0.14% 144
2022
Q4 		$2.23M Buy
9,282
+557
+6% +$125K 0.14% 156
2022
Q3 		$1.6M Buy
+8,725
New +$1.74M 0.12% 176

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Partners II's HCA Position: Q3 2023 in Review

Advisor Partners II reduced its HCA Healthcare (HCA) stake by 2.9% in Q3 2023, selling an estimated $79.1K and leaving 9,829 shares worth $2.42M. The position accounts for 0.1% of the portfolio, ranked #227.

Advisor Partners II first reported a position in HCA in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.07M in Q2 2023. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

  • Advisor Partners II held 9,829 shares of HCA Healthcare worth $2.42M as of Q3 2023.
  • Advisor Partners II sold 289 HCA Healthcare shares in Q3 2023, an estimated $79.1K.
  • HCA Healthcare made up 0.1% of Advisor Partners II's portfolio in Q3 2023, its #227 holding.
  • Advisor Partners II first reported a position in HCA Healthcare in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's HCA Healthcare position peaked at $3.07M in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.