AJ Wealth Strategies’s HCA Healthcare HCA Stock Holding History

AJ Wealth Strategies’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 Q2	$3.16M	Sell	10,428 -1,964	-16%	-$546K	0.15%	71
2023 Q1	$3.27M	Buy	12,392 +2	+0%	+$508	0.17%	65
2022 Q4	$2.97M	Hold	12,390	–	–	0.16%	71
2022 Q3	$2.28M	Hold	12,390	–	–	0.13%	75
2022 Q2	$2.08M	Buy	12,390 +10,000	+418%	+$2.15M	0.11%	90
2022 Q1	$599K	Hold	2,390	–	–	0.03%	183
2021 Q4	$614K	Hold	2,390	–	–	0.03%	177
2021 Q3	$580K	Hold	2,390	–	–	0.03%	174
2021 Q2	$494K	Hold	2,390	–	–	0.03%	181
2021 Q1	$450K	Hold	2,390	–	–	0.03%	171
2020 Q4	$393K	Hold	2,390	–	–	0.03%	163
2020 Q3	$298K	Hold	2,390	–	–	0.03%	164
2020 Q2	$232K	Buy	+2,390	New	+$248K	0.03%	181

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AJ Wealth Strategies's HCA Position: Q2 2023 in Review

AJ Wealth Strategies reduced its HCA Healthcare (HCA) stake by 16% in Q2 2023, selling an estimated $546K and leaving 10,428 shares worth $3.16M. The position accounts for 0.15% of the portfolio, ranked #71.

AJ Wealth Strategies first reported a position in HCA in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.27M in Q1 2023. 1,013 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

AJ Wealth Strategies held 10,428 shares of HCA Healthcare worth $3.16M as of Q2 2023.
AJ Wealth Strategies sold 1,964 HCA Healthcare shares in Q2 2023, an estimated $546K.
HCA Healthcare made up 0.15% of AJ Wealth Strategies's portfolio in Q2 2023, its #71 holding.
AJ Wealth Strategies first reported a position in HCA Healthcare in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's HCA Healthcare position peaked at $3.27M in Q1 2023.
1,013 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.