Bourgeon Capital Management’s HCA Healthcare HCA Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-9	Closed	-$2.16K	–	348
2022 Q4	$2.16K	Hold	9	–	–	﹤0.01%	309
2022 Q3	$2K	Buy	+9	New	+$1.79K	﹤0.01%	307
2016 Q3	–	Sell	-37,150	Closed	-$2.86M	–	98
2016 Q2	$2.86M	Buy	37,150 +350	+1%	+$27.6K	1.86%	27
2016 Q1	$2.87M	Buy	+36,800	New	+$2.57M	1.92%	26
2015 Q3	–	Sell	-21,100	Closed	-$1.91M	–	106
2015 Q2	$1.91M	Hold	21,100	–	–	1.16%	34
2015 Q1	$1.59M	Buy	+21,100	New	+$1.52M	0.97%	40

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bourgeon Capital Management's HCA Position: Q1 2023 in Review

Bourgeon Capital Management sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 9 shares — an estimated $2.16K sold.

Bourgeon Capital Management first reported a position in HCA in Q1 2015 and held it in 6 quarters. The position peaked at $2.87M in Q1 2016. 971 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

Bourgeon Capital Management reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
Bourgeon Capital Management sold 9 HCA Healthcare shares in Q1 2023, an estimated $2.16K.
Bourgeon Capital Management first reported a position in HCA Healthcare in Q1 2015 and held it in 6 quarters.
Bourgeon Capital Management's HCA Healthcare position peaked at $2.87M in Q1 2016.
971 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.