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Buckingham Strategic Wealth’s HCA Healthcare HCA Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$281K Buy
874
+158
+22% +$51.3K ﹤0.01% 618
2024
Q1 		$239K Buy
+716
New +$219K ﹤0.01% 659
2020
Q2 		– Sell
-9,432
Closed -$847K – 432
2020
Q1 		$847K Buy
+9,432
New +$1.22M 0.08% 181

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Buckingham Strategic Wealth's HCA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its HCA Healthcare (HCA) stake by 22% in Q2 2024, buying an estimated $51.3K and bringing the position to 874 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Buckingham Strategic Wealth first reported a position in HCA in Q1 2020 and has held it in 3 quarters since. The position peaked at $847K in Q1 2020. 1,155 funds tracked by Wall St. Rank hold HCA as of Q2 2024.

  • Buckingham Strategic Wealth held 874 shares of HCA Healthcare worth $281K as of Q2 2024.
  • Buckingham Strategic Wealth bought 158 HCA Healthcare shares in Q2 2024, an estimated $51.3K.
  • HCA Healthcare made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #618 holding.
  • Buckingham Strategic Wealth first reported a position in HCA Healthcare in Q1 2020 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's HCA Healthcare position peaked at $847K in Q1 2020.
  • 1,155 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.