Everence Capital Management’s HCA Healthcare HCA Stock Holding History

Everence 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 Q3	–	Sell	-1,660	Closed	-$439K	–	760
2023 Q2	$439K	Hold	1,660	–	–	0.04%	389
2023 Q1	$438K	Hold	1,660	–	–	0.04%	405
2022 Q4	$398K	Sell	1,660 -930	-36%	-$208K	0.03%	444
2022 Q3	$476K	Hold	2,590	–	–	0.04%	356
2022 Q2	$435K	Hold	2,590	–	–	0.04%	388
2022 Q1	$649K	Sell	2,590 -1,420	-35%	-$357K	0.05%	309
2021 Q4	$1.03M	Sell	4,010 -2,680	-40%	-$656K	0.08%	220
2021 Q3	$1.62M	Hold	6,690	–	–	0.13%	135
2021 Q2	$1.38M	Hold	6,690	–	–	0.11%	153
2021 Q1	$1.26M	Hold	6,690	–	–	0.11%	151
2020 Q4	$1.1M	Buy	6,690 +810	+14%	+$118K	0.11%	157
2020 Q3	$733K	Hold	5,880	–	–	0.08%	204
2020 Q2	$629K	Hold	5,880	–	–	0.07%	227
2020 Q1	$528K	Hold	5,880	–	–	0.07%	224
2019 Q4	$869K	Buy	5,880 +1,319	+29%	+$177K	0.13%	162
2019 Q3	$549K	Hold	4,561	–	–	0.09%	240
2019 Q2	$617K	Hold	4,561	–	–	0.1%	207
2019 Q1	$595K	Sell	4,561 -539	-11%	-$72.4K	0.1%	208
2018 Q4	$635K	Hold	5,100	–	–	0.15%	167
2018 Q3	$710K	Hold	5,100	–	–	0.14%	177
2018 Q2	$523K	Hold	5,100	–	–	0.11%	217
2018 Q1	$495K	Buy	5,100 +690	+16%	+$66.9K	0.11%	216
2017 Q4	$387K	Sell	4,410 -3,380	-43%	-$272K	0.08%	261
2017 Q3	$620K	Hold	7,790	–	–	0.14%	192
2017 Q2	$679K	Hold	7,790	–	–	0.17%	170
2017 Q1	$693K	Hold	7,790	–	–	0.18%	159
2016 Q4	$577K	Buy	7,790 +2,900	+59%	+$217K	0.17%	170
2016 Q3	$370K	Hold	4,890	–	–	0.11%	220
2016 Q2	$377K	Buy	+4,890	New	+$386K	0.12%	218

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 $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Everence Capital Management's HCA Position: Q3 2023 in Review

Everence Capital Management sold out of HCA Healthcare (HCA) in Q3 2023, closing a stake of 1,660 shares — an estimated $439K sold.

Everence Capital Management first reported a position in HCA in Q2 2016 and held it in 29 quarters. The position peaked at $1.62M in Q3 2021. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

Everence Capital Management reported no remaining HCA Healthcare position as of Q3 2023 after selling out during the quarter.
Everence Capital Management sold 1,660 HCA Healthcare shares in Q3 2023, an estimated $439K.
Everence Capital Management first reported a position in HCA Healthcare in Q2 2016 and held it in 29 quarters.
Everence Capital Management's HCA Healthcare position peaked at $1.62M in Q3 2021.
1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Everence Capital Management's 13F filing for Q3 2023, filed 16 Oct 2023.