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Chartwell Investment Partners’s HCA Healthcare HCA Stock Holding History

Chartwell Investment 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
2024
Q3 		$7.35M Sell
18,087
-371
-2% -$136K 0.25% 135
2024
Q2 		$5.93M Buy
18,458
+3,658
+25% +$1.19M 0.21% 157
2024
Q1 		$4.94M Buy
14,800
+3,845
+35% +$1.17M 0.17% 192
2023
Q4 		$2.96M Sell
10,955
-3,383
-24% -$836K 0.1% 243
2023
Q3 		$3.53M Sell
14,338
-417
-3% -$114K 0.14% 215
2023
Q2 		$4.48M Sell
14,755
-13
-0.1% -$3.61K 0.16% 212
2023
Q1 		$3.89M Sell
14,768
-22
-0.1% -$5.59K 0.15% 216
2022
Q4 		$3.55M Sell
14,790
-31
-0.2% -$6.94K 0.14% 221
2022
Q3 		$2.72M Sell
14,821
-86
-0.6% -$17.1K 0.12% 238
2022
Q2 		$2.5M Hold
14,907
– – 0.1% 253
2022
Q1 		$3.74M Buy
14,907
+2,140
+17% +$537K 0.12% 230
2021
Q4 		$3.28M Sell
12,767
-43
-0.3% -$10.5K 0.1% 255
2021
Q3 		$3.11M Hold
12,810
– – 0.1% 247
2021
Q2 		$2.65M Buy
12,810
+3,737
+41% +$762K 0.08% 264
2021
Q1 		$1.71M Buy
+9,073
New +$1.6M 0.05% 306
2020
Q2 		– Sell
-25,306
Closed -$2.27M – 417
2020
Q1 		$2.27M Buy
25,306
+6,086
+32% +$788K 0.11% 232
2019
Q4 		$2.84M Sell
19,220
-31
-0.2% -$4.16K 0.09% 247
2019
Q3 		$2.32M Sell
19,251
-56
-0.3% -$7.24K 0.08% 294
2019
Q2 		$2.61M Sell
19,307
-1,097
-5% -$139K 0.09% 293
2019
Q1 		$2.66M Hold
20,404
– – 0.09% 292
2018
Q4 		$2.54M Sell
20,404
-75
-0.4% -$10.1K 0.09% 301
2018
Q3 		$2.85M Buy
20,479
+4,450
+28% +$554K 0.08% 320
2018
Q2 		$1.65M Buy
+16,029
New +$1.62M 0.05% 398
2015
Q4 		– Sell
-208,525
Closed -$16.1M – 298
2015
Q3 		$16.1M Sell
208,525
-220,875
-51% -$19.6M 0.35% 89
2015
Q2 		$39M Buy
429,400
+10,075
+2% +$807K 0.76% 34
2015
Q1 		$31.5M Buy
419,325
+97,200
+30% +$6.98M 0.61% 41
2014
Q4 		$23.6M Buy
+322,125
New +$22.6M 0.49% 47

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chartwell Investment Partners's HCA Position: Q3 2024 in Review

Chartwell Investment Partners reduced its HCA Healthcare (HCA) stake by 2% in Q3 2024, selling an estimated $136K and leaving 18,087 shares worth $7.35M. The position accounts for 0.25% of the portfolio, ranked #135.

Chartwell Investment Partners first reported a position in HCA in Q4 2014 and has held it in 27 quarters since. The position peaked at $39M in Q2 2015. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Chartwell Investment Partners held 18,087 shares of HCA Healthcare worth $7.35M as of Q3 2024.
  • Chartwell Investment Partners sold 371 HCA Healthcare shares in Q3 2024, an estimated $136K.
  • HCA Healthcare made up 0.25% of Chartwell Investment Partners's portfolio in Q3 2024, its #135 holding.
  • Chartwell Investment Partners first reported a position in HCA Healthcare in Q4 2014 and has held it in 27 quarters since.
  • Chartwell Investment Partners's HCA Healthcare position peaked at $39M in Q2 2015.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.