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Evelyn V. Moreno’s HCA Healthcare HCA Stock Holding History

Evelyn V. Moreno’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 		$273K Sell
1,010
-1
-0.1% -$247 0.13% 109
2023
Q3 		$249K Hold
1,011
– – 0.05% 119
2023
Q2 		$307K Hold
1,011
– – 0.07% 91
2023
Q1 		$267K Hold
1,011
– – 0.06% 100
2022
Q4 		$243K Buy
+1,011
New +$226K 0.06% 147
2022
Q2 		– Sell
-1,011
Closed -$253K – 160
2022
Q1 		$253K Buy
+1,011
New +$254K 0.05% 97

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evelyn V. Moreno's HCA Position: Q4 2023 in Review

Evelyn V. Moreno reduced its HCA Healthcare (HCA) stake by 0.1% in Q4 2023, selling an estimated $247 and leaving 1,010 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #109.

Evelyn V. Moreno first reported a position in HCA in Q1 2022 and has held it in 6 quarters since. The position peaked at $307K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

  • Evelyn V. Moreno held 1,010 shares of HCA Healthcare worth $273K as of Q4 2023.
  • Evelyn V. Moreno sold 1 HCA Healthcare share in Q4 2023, an estimated $247.
  • HCA Healthcare made up 0.13% of Evelyn V. Moreno's portfolio in Q4 2023, its #109 holding.
  • Evelyn V. Moreno first reported a position in HCA Healthcare in Q1 2022 and has held it in 6 quarters since.
  • Evelyn V. Moreno's HCA Healthcare position peaked at $307K in Q2 2023.
  • 1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.