Bartlett & Co’s HCA Healthcare HCA Stock Holding History

Bartlett & Co’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	$3K	Sell	11 -309	-97%	-$76.4K	﹤0.01%	1123
2023 Q3	$79K	Buy	+320	New	+$87.6K	﹤0.01%	575
2022 Q4	–	Sell	-6	Closed	-$1K	–	1123
2022 Q3	$1K	Sell	6 -5	-45%	-$996	﹤0.01%	1101
2022 Q2	$2K	Buy	+11	New	+$2.36K	﹤0.01%	1168
2021 Q4	–	Sell	-18	Closed	-$4K	–	595
2021 Q3	$4K	Buy	18 +1	+6%	+$244	﹤0.01%	791
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	778
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	831
2020 Q4	$3K	Buy	+17	New	+$2.49K	﹤0.01%	850
2019 Q3	–	Sell	-12	Closed	-$2K	–	888
2019 Q2	$2K	Buy	+12	New	+$1.52K	﹤0.01%	674

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

Bartlett & Co's HCA Position: Q4 2023 in Review

Bartlett & Co reduced its HCA Healthcare (HCA) stake by 97% in Q4 2023, selling an estimated $76.4K and leaving 11 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Bartlett & Co first reported a position in HCA in Q2 2019 and has held it in 9 quarters since. The position peaked at $79K in Q3 2023. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Bartlett & Co held 11 shares of HCA Healthcare worth $3K as of Q4 2023.
Bartlett & Co sold 309 HCA Healthcare shares in Q4 2023, an estimated $76.4K.
HCA Healthcare made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1123 holding.
Bartlett & Co first reported a position in HCA Healthcare in Q2 2019 and has held it in 9 quarters since.
Bartlett & Co's HCA Healthcare position peaked at $79K in Q3 2023.
1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.