Bridgeworth’s HCA Healthcare HCA Stock Holding History

Bridgeworth’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	$375K	Sell	1,386 -39	-3%	-$9.64K	0.04%	124
2023 Q3	$351K	Hold	1,425	–	–	0.04%	117
2023 Q2	$432K	Buy	1,425 +3	+0.2%	+$834	0.05%	110
2023 Q1	$375K	Hold	1,422	–	–	0.05%	110
2022 Q4	$341K	Sell	1,422 -20	-1%	-$4.48K	0.05%	113
2022 Q3	$265K	Hold	1,442	–	–	0.06%	115
2022 Q2	$242K	Hold	1,442	–	–	0.06%	124
2022 Q1	$361K	Hold	1,442	–	–	0.08%	103
2021 Q4	$370K	Sell	1,442 -481	-25%	-$118K	0.08%	107
2021 Q3	$467K	Hold	1,923	–	–	0.13%	81
2021 Q2	$398K	Buy	1,923 +422	+28%	+$86K	0.11%	92
2021 Q1	$283K	Hold	1,501	–	–	0.09%	100
2020 Q4	$247K	Sell	1,501 -117	-7%	-$17.1K	0.08%	106
2020 Q3	$202K	Buy	+1,618	New	+$200K	0.08%	117
2020 Q1	–	Sell	-1,618	Closed	-$239K	–	129
2019 Q4	$239K	Buy	+1,618	New	+$217K	0.09%	115
2019 Q3	–	Sell	-1,618	Closed	-$219K	–	134
2019 Q2	$219K	Sell	1,618 -76	-4%	-$9.61K	0.08%	118
2019 Q1	$221K	Hold	1,694	–	–	0.09%	119
2018 Q4	$211K	Hold	1,694	–	–	0.12%	112
2018 Q3	$238K	Hold	1,694	–	–	0.13%	108
2018 Q2	$173K	Buy	+1,694	New	+$171K	0.07%	147

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

Bridgeworth's HCA Position: Q4 2023 in Review

Bridgeworth reduced its HCA Healthcare (HCA) stake by 2.7% in Q4 2023, selling an estimated $9.64K and leaving 1,386 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #124.

Bridgeworth first reported a position in HCA in Q2 2018 and has held it in 20 quarters since. The position peaked at $467K in Q3 2021. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Bridgeworth held 1,386 shares of HCA Healthcare worth $375K as of Q4 2023.
Bridgeworth sold 39 HCA Healthcare shares in Q4 2023, an estimated $9.64K.
HCA Healthcare made up 0.04% of Bridgeworth's portfolio in Q4 2023, its #124 holding.
Bridgeworth first reported a position in HCA Healthcare in Q2 2018 and has held it in 20 quarters since.
Bridgeworth's HCA Healthcare position peaked at $467K in Q3 2021.
1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.