Advisory Research’s HCA Healthcare HCA Stock Holding History

Advisory Research’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 Q4	–	Sell	-1,275	Closed	-$314K	–	389
2023 Q3	$314K	Buy	1,275 +34	+3%	+$9.3K	0.04%	364
2023 Q2	$377K	Buy	+1,241	New	+$345K	0.05%	343
2022 Q2	–	Sell	-55,182	Closed	-$13.8M	–	399
2022 Q1	$13.8M	Sell	55,182 -2,333	-4%	-$586K	1.11%	23
2021 Q4	$14.8M	Sell	57,515 -1,579	-3%	-$386K	1.16%	21
2021 Q3	$14.3M	Buy	+59,094	New	+$14.4M	0.92%	33
2015 Q4	–	Sell	-4,348	Closed	-$336K	–	286
2015 Q3	$336K	Sell	4,348 -15,168	-78%	-$1.34M	﹤0.01%	279
2015 Q2	$1.77M	Buy	+19,516	New	+$1.56M	0.02%	190

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Advisory Research's HCA Position: Q4 2023 in Review

Advisory Research sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 1,275 shares — an estimated $314K sold.

Advisory Research first reported a position in HCA in Q2 2015 and held it in 7 quarters. The position peaked at $14.8M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Advisory Research reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,275 HCA Healthcare shares in Q4 2023, an estimated $314K.
Advisory Research first reported a position in HCA Healthcare in Q2 2015 and held it in 7 quarters.
Advisory Research's HCA Healthcare position peaked at $14.8M in Q4 2021.
1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.