Caption Management’s HCA Healthcare HCA Stock Holding History

Caption 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
2025 Q2	–	Sell	-100,000	Closed	-$34.6M	–	1648
2025 Q1	$34.6M	Buy	+100,000	New	+$32.2M	0.33%	53
2021 Q4	–	Sell	-40,000	Closed	-$9.71M	–	1730
2021 Q3	$9.71M	Buy	40,000 +2,500	+7%	+$611K	0.11%	238
2021 Q2	$7.75M	Buy	37,500 +6,500	+21%	+$1.32M	0.1%	258
2021 Q1	$5.84M	Buy	+31,000	New	+$5.47M	0.13%	209
2020 Q4	–	Sell	-50,000	Closed	-$6.23M	–	1093
2020 Q3	$6.23M	Buy	+50,000	New	+$6.19M	0.15%	170
2019 Q1	–	Sell	-9,000	Closed	-$1.12M	–	638
2018 Q4	$1.12M	Buy	+9,000	New	+$1.21M	0.09%	250

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Caption Management's HCA Position: Q1 2025 in Review

Caption Management sold out of HCA Healthcare (HCA) in Q1 2025, closing a stake of 29,000 shares — an estimated $9.33M sold.

Caption Management first reported a position in HCA in Q3 2020 and held it in 6 quarters. The position peaked at $8.7M in Q4 2024. 1,224 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

Caption Management reported no remaining HCA Healthcare position as of Q1 2025 after selling out during the quarter.
Caption Management sold 29,000 HCA Healthcare shares in Q1 2025, an estimated $9.33M.
Caption Management first reported a position in HCA Healthcare in Q3 2020 and held it in 6 quarters.
Caption Management's HCA Healthcare position peaked at $8.7M in Q4 2024.
1,224 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.