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Balasa Dinverno & Foltz’s HCA Healthcare HCA Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q2 		– Sell
-1,244
Closed -$312K – 349
2022
Q1 		$312K Buy
1,244
+54
+5% +$13.6K 0.02% 261
2021
Q4 		$306K Buy
+1,190
New +$291K 0.02% 272

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balasa Dinverno & Foltz's HCA Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of HCA Healthcare (HCA) in Q2 2022, closing a stake of 1,244 shares — an estimated $312K sold.

Balasa Dinverno & Foltz first reported a position in HCA in Q4 2021 and held it in 2 quarters. The position peaked at $312K in Q1 2022. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining HCA Healthcare position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 1,244 HCA Healthcare shares in Q2 2022, an estimated $312K.
  • Balasa Dinverno & Foltz first reported a position in HCA Healthcare in Q4 2021 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's HCA Healthcare position peaked at $312K in Q1 2022.
  • 883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.