Echo Street Capital Management’s HCA Healthcare HCA Stock Holding History

Echo Street Capital 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	-4,325	Closed	-$1.06M	–	186
2023 Q3	$1.06M	Buy	4,325 +2,076	+92%	+$568K	0.01%	135
2023 Q2	$683K	Buy	2,249 +1,015	+82%	+$282K	0.01%	200
2023 Q1	$325K	Sell	1,234 -237	-16%	-$60.2K	﹤0.01%	363
2022 Q4	$353K	Buy	+1,471	New	+$329K	﹤0.01%	377
2022 Q3	–	Sell	-2,267	Closed	-$381K	–	611
2022 Q2	$381K	Sell	2,267 -2,978	-57%	-$640K	﹤0.01%	371
2022 Q1	$1.31M	Buy	5,245 +2,429	+86%	+$610K	0.01%	181
2021 Q4	$723K	Sell	2,816 -4,308	-60%	-$1.05M	﹤0.01%	331
2021 Q3	$1.73M	Buy	+7,124	New	+$1.74M	0.01%	167

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Echo Street Capital Management's HCA Position: Q4 2023 in Review

Echo Street Capital Management sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 4,325 shares — an estimated $1.06M sold.

Echo Street Capital Management first reported a position in HCA in Q3 2021 and held it in 8 quarters. The position peaked at $1.73M in Q3 2021. 1,057 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Echo Street Capital Management reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,325 HCA Healthcare shares in Q4 2023, an estimated $1.06M.
Echo Street Capital Management first reported a position in HCA Healthcare in Q3 2021 and held it in 8 quarters.
Echo Street Capital Management's HCA Healthcare position peaked at $1.73M in Q3 2021.
1,057 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.