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Connectus Wealth’s HCA Healthcare HCA Stock Holding History

Connectus 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
2023
Q1 		– Sell
-4,965
Closed -$1.2M – 446
2022
Q4 		$1.2M Sell
4,965
-4,665
-48% -$1.04M 0.03% 268
2022
Q3 		$1.78M Buy
9,630
+456
+5% +$90.8K 0.04% 269
2022
Q2 		$1.55M Buy
9,174
+1,281
+16% +$275K 0.04% 220
2022
Q1 		$2.04M Sell
7,893
-16,472
-68% -$4.14M 0.06% 167
2021
Q4 		$6.27M Buy
+24,365
New +$5.96M 0.24% 67

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth's HCA Position: Q1 2023 in Review

Connectus Wealth sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 4,965 shares — an estimated $1.2M sold.

Connectus Wealth first reported a position in HCA in Q4 2021 and held it in 5 quarters. The position peaked at $6.27M in Q4 2021. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

  • Connectus Wealth reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
  • Connectus Wealth sold 4,965 HCA Healthcare shares in Q1 2023, an estimated $1.2M.
  • Connectus Wealth first reported a position in HCA Healthcare in Q4 2021 and held it in 5 quarters.
  • Connectus Wealth's HCA Healthcare position peaked at $6.27M in Q4 2021.
  • 970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.