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BerganKDV Wealth Management’s HCA Healthcare HCA Stock Holding History

BerganKDV Wealth 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
2023
Q2 		$2.43K Sell
8
-8
-50% -$2.22K ﹤0.01% 672
2023
Q1 		$4.25K Hold
16
– – ﹤0.01% 714
2022
Q4 		$3.87K Hold
16
– – ﹤0.01% 708
2022
Q3 		$3K Sell
16
-18
-53% -$3.59K ﹤0.01% 758
2022
Q2 		$6K Hold
34
– – ﹤0.01% 669
2022
Q1 		$9K Hold
34
– – ﹤0.01% 627
2021
Q4 		$9K Hold
34
– – ﹤0.01% 677
2021
Q3 		$8K Hold
34
– – ﹤0.01% 675
2021
Q2 		$7K Hold
34
– – ﹤0.01% 661
2021
Q1 		$6K Hold
34
– – ﹤0.01% 642
2020
Q4 		$6K Buy
34
+18
+113% +$2.63K ﹤0.01% 637
2020
Q3 		$2K Buy
16
+8
+100% +$990 ﹤0.01% 701
2020
Q2 		$1K Hold
8
– – ﹤0.01% 863
2020
Q1 		$1K Hold
8
– – ﹤0.01% 829
2019
Q4 		$1K Buy
+8
New +$1.07K ﹤0.01% 853

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's HCA Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its HCA Healthcare (HCA) stake by 50% in Q2 2023, selling an estimated $2.22K and leaving 8 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

BerganKDV Wealth Management first reported a position in HCA in Q4 2019 and has held it in 15 quarters since. The position peaked at $9K in Q1 2022. 1,012 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

  • BerganKDV Wealth Management held 8 shares of HCA Healthcare worth $2.43K as of Q2 2023.
  • BerganKDV Wealth Management sold 8 HCA Healthcare shares in Q2 2023, an estimated $2.22K.
  • HCA Healthcare made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #672 holding.
  • BerganKDV Wealth Management first reported a position in HCA Healthcare in Q4 2019 and has held it in 15 quarters since.
  • BerganKDV Wealth Management's HCA Healthcare position peaked at $9K in Q1 2022.
  • 1,012 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.