Contravisory Investment Management’s HCA Healthcare HCA Stock Holding History

Contravisory Investment 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
2023 Q4	–	Sell	-1,329	Closed	-$327K	–	385
2023 Q3	$327K	Buy	+1,329	New	+$364K	0.09%	153
2022 Q3	–	Sell	-323	Closed	-$54K	–	337
2022 Q2	$54K	Sell	323 -7	-2%	-$1.5K	0.02%	237
2022 Q1	$83K	Buy	+330	New	+$82.9K	0.02%	231
2015 Q4	–	Sell	-128,740	Closed	-$9.96M	–	224
2015 Q3	$9.96M	Sell	128,740 -765	-0.6%	-$67.7K	2.34%	17
2015 Q2	$11.7M	Buy	+129,505	New	+$10.4M	2.56%	9

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Contravisory Investment Management's HCA Position: Q4 2023 in Review

Contravisory Investment Management sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 1,329 shares — an estimated $327K sold.

Contravisory Investment Management first reported a position in HCA in Q2 2015 and held it in 5 quarters. The position peaked at $11.7M in Q2 2015. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Contravisory Investment Management reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 1,329 HCA Healthcare shares in Q4 2023, an estimated $327K.
Contravisory Investment Management first reported a position in HCA Healthcare in Q2 2015 and held it in 5 quarters.
Contravisory Investment Management's HCA Healthcare position peaked at $11.7M in Q2 2015.
1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.