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Dean Investment Associates’s HCA Healthcare HCA Stock Holding History

Dean Investment Associates’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
Q4 		– Sell
-523
Closed -$213K – 221
2024
Q3 		$213K Sell
523
-143
-21% -$52.4K 0.03% 217
2024
Q2 		$214K Sell
666
-690
-51% -$224K 0.03% 212
2024
Q1 		$452K Sell
1,356
-522
-28% -$160K 0.06% 197
2023
Q4 		$508K Sell
1,878
-81
-4% -$20K 0.07% 191
2023
Q3 		$482K Sell
1,959
-3
-0.2% -$821 0.08% 190
2023
Q2 		$595K Sell
1,962
-65
-3% -$18.1K 0.1% 193
2023
Q1 		$534K Sell
2,027
-1,603
-44% -$407K 0.09% 196
2022
Q4 		$871K Buy
3,630
+26
+0.7% +$5.82K 0.15% 190
2022
Q3 		$662K Sell
3,604
-36
-1% -$7.17K 0.14% 198
2022
Q2 		$612K Buy
3,640
+964
+36% +$207K 0.12% 210
2022
Q1 		$671K Sell
2,676
-1,753
-40% -$440K 0.12% 210
2021
Q4 		$1.14M Sell
4,429
-125
-3% -$30.6K 0.2% 185
2021
Q3 		$1.1M Sell
4,554
-63
-1% -$15.4K 0.21% 187
2021
Q2 		$955K Sell
4,617
-15
-0.3% -$3.06K 0.18% 205
2021
Q1 		$872K Sell
4,632
-48
-1% -$8.46K 0.16% 206
2020
Q4 		$770K Sell
4,680
-252
-5% -$36.8K 0.16% 205
2020
Q3 		$615K Sell
4,932
-94
-2% -$11.6K 0.15% 203
2020
Q2 		$488K Sell
5,026
-41
-0.8% -$4.26K 0.12% 202
2020
Q1 		$455K Buy
+5,067
New +$656K 0.1% 210

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dean Investment Associates's HCA Position: Q4 2024 in Review

Dean Investment Associates sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 523 shares — an estimated $213K sold.

Dean Investment Associates first reported a position in HCA in Q1 2020 and held it in 19 quarters. The position peaked at $1.14M in Q4 2021. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • Dean Investment Associates reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • Dean Investment Associates sold 523 HCA Healthcare shares in Q4 2024, an estimated $213K.
  • Dean Investment Associates first reported a position in HCA Healthcare in Q1 2020 and held it in 19 quarters.
  • Dean Investment Associates's HCA Healthcare position peaked at $1.14M in Q4 2021.
  • 1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Dean Investment Associates's 13F filing for Q4 2024, filed 13 Feb 2025.