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DFPG Investments’s HCA Healthcare HCA Stock Holding History

DFPG Investments’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
Q3 		– Sell
-1,417
Closed -$406K – 599
2023
Q2 		$406K Buy
1,417
+27
+2% +$7.51K 0.04% 421
2023
Q1 		$367K Buy
1,390
+76
+6% +$19.3K 0.04% 393
2022
Q4 		$332K Buy
+1,314
New +$294K 0.05% 335

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DFPG Investments's HCA Position: Q3 2023 in Review

DFPG Investments sold out of HCA Healthcare (HCA) in Q3 2023, closing a stake of 1,417 shares — an estimated $406K sold.

DFPG Investments first reported a position in HCA in Q4 2022 and held it in 3 quarters. The position peaked at $406K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

  • DFPG Investments reported no remaining HCA Healthcare position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 1,417 HCA Healthcare shares in Q3 2023, an estimated $406K.
  • DFPG Investments first reported a position in HCA Healthcare in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's HCA Healthcare position peaked at $406K in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.