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Allen Investment Management’s HCA Healthcare HCA Stock Holding History

Allen Investment 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
Q2 		– Sell
-2,655
Closed -$886K – 223
2024
Q1 		$886K Sell
2,655
-471
-15% -$144K 0.01% 136
2023
Q4 		$846K Sell
3,126
-32
-1% -$7.91K 0.01% 139
2023
Q3 		$777K Hold
3,158
– – 0.01% 148
2023
Q2 		$958K Hold
3,158
– – 0.01% 130
2023
Q1 		$833K Buy
3,158
+313
+11% +$79.5K 0.01% 137
2022
Q4 		$683K Hold
2,845
– – 0.01% 140
2022
Q3 		$523K Hold
2,845
– – 0.01% 154
2022
Q2 		$478K Hold
2,845
– – 0.01% 164
2022
Q1 		$713K Hold
2,845
– – 0.01% 157
2021
Q4 		$731K Hold
2,845
– – 0.01% 158
2021
Q3 		$691K Buy
2,845
+391
+16% +$95.6K 0.01% 125
2021
Q2 		$507K Hold
2,454
– – 0.01% 137
2021
Q1 		$462K Hold
2,454
– – 0.01% 143
2020
Q4 		$404K Hold
2,454
– – 0.01% 142
2020
Q3 		$306K Hold
2,454
– – 0.01% 155
2020
Q2 		$238K Sell
2,454
-17,934
-88% -$1.86M 0.01% 163
2020
Q1 		$1.83M Buy
+20,388
New +$2.64M 0.05% 88
2018
Q4 		– Sell
-3,132
Closed -$436K – 170
2018
Q3 		$436K Buy
+3,132
New +$390K 0.01% 149
2017
Q4 		– Sell
-40,714
Closed -$3.24M – 187
2017
Q3 		$3.24M Sell
40,714
-9,238
-18% -$743K 0.15% 60
2017
Q2 		$4.36M Sell
49,952
-16
-0% -$1.35K 0.21% 46
2017
Q1 		$4.45M Buy
49,968
+12,191
+32% +$1.02M 0.23% 45
2016
Q4 		$2.8M Sell
37,777
-13,456
-26% -$1.01M 0.17% 58
2016
Q3 		$3.88M Sell
51,233
-2,299
-4% -$176K 0.25% 42
2016
Q2 		$4.12M Buy
+53,532
New +$4.23M 0.29% 39
2014
Q4 		– Sell
-3,657
Closed -$258K – 238
2014
Q3 		$258K Buy
+3,657
New +$242K 0.02% 175

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Allen Investment Management's HCA Position: Q2 2024 in Review

Allen Investment Management sold out of HCA Healthcare (HCA) in Q2 2024, closing a stake of 2,655 shares — an estimated $886K sold.

Allen Investment Management first reported a position in HCA in Q3 2014 and held it in 25 quarters. The position peaked at $4.45M in Q1 2017. 1,155 funds tracked by Wall St. Rank hold HCA as of Q2 2024.

  • Allen Investment Management reported no remaining HCA Healthcare position as of Q2 2024 after selling out during the quarter.
  • Allen Investment Management sold 2,655 HCA Healthcare shares in Q2 2024, an estimated $886K.
  • Allen Investment Management first reported a position in HCA Healthcare in Q3 2014 and held it in 25 quarters.
  • Allen Investment Management's HCA Healthcare position peaked at $4.45M in Q1 2017.
  • 1,155 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2024.

Based on Allen Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.