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Cassia Capital Partners’s HCA Healthcare HCA Stock Holding History

Cassia Capital Partners’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 		– Sell
-858
Closed -$226K – 72
2023
Q1 		$226K Sell
858
-19
-2% -$4.83K 0.18% 66
2022
Q4 		$210K Buy
+877
New +$196K 0.17% 72

Other funds holding HCA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassia Capital Partners's HCA Position: Q2 2023 in Review

Cassia Capital Partners sold out of HCA Healthcare (HCA) in Q2 2023, closing a stake of 858 shares — an estimated $226K sold.

Cassia Capital Partners first reported a position in HCA in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 1,013 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

  • Cassia Capital Partners reported no remaining HCA Healthcare position as of Q2 2023 after selling out during the quarter.
  • Cassia Capital Partners sold 858 HCA Healthcare shares in Q2 2023, an estimated $226K.
  • Cassia Capital Partners first reported a position in HCA Healthcare in Q4 2022 and held it in 2 quarters.
  • Cassia Capital Partners's HCA Healthcare position peaked at $226K in Q1 2023.
  • 1,013 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on Cassia Capital Partners's 13F filing for Q2 2023, filed 20 Jul 2023.