Baldwin Wealth Partners’s HCA Healthcare HCA Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-123	Closed	-$50K	–	573
2024 Q3	$50K	Buy	+123	New	+$45K	﹤0.01%	554
2022 Q3	–	Sell	-1,700	Closed	-$286K	–	683
2022 Q2	$286K	Hold	1,700	–	–	0.04%	153
2022 Q1	$426K	Sell	1,700 -500	-23%	-$126K	0.05%	136
2021 Q4	$565K	Hold	2,200	–	–	0.06%	114
2021 Q3	$534K	Buy	+2,200	New	+$538K	0.06%	106
2016 Q4	–	Sell	-244	Closed	-$18K	–	520
2016 Q3	$18K	Buy	+244	New	+$18.7K	﹤0.01%	391

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's HCA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 123 shares — an estimated $50K sold.

Baldwin Wealth Partners first reported a position in HCA in Q3 2016 and held it in 6 quarters. The position peaked at $565K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

Baldwin Wealth Partners reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 123 HCA Healthcare shares in Q4 2024, an estimated $50K.
Baldwin Wealth Partners first reported a position in HCA Healthcare in Q3 2016 and held it in 6 quarters.
Baldwin Wealth Partners's HCA Healthcare position peaked at $565K in Q4 2021.
1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.