Fayez Sarofim & Co’s HCA Healthcare HCA Stock Holding History

Fayez Sarofim & Co’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 Q3	–	Sell	-626	Closed	-$201K	–	288
2024 Q2	$201K	Sell	626 -190	-23%	-$61.7K	﹤0.01%	277
2024 Q1	$272K	Hold	816	–	–	﹤0.01%	261
2023 Q4	$250K	Sell	816 -287	-26%	-$70.9K	﹤0.01%	266
2023 Q3	$271K	Hold	1,103	–	–	﹤0.01%	260
2023 Q2	$335K	Hold	1,103	–	–	﹤0.01%	230
2023 Q1	$291K	Hold	1,103	–	–	﹤0.01%	249
2022 Q4	$265K	Hold	1,103	–	–	﹤0.01%	259
2022 Q3	$203K	Buy	+1,103	New	+$220K	﹤0.01%	272
2022 Q2	–	Sell	-1,103	Closed	-$276K	–	302
2022 Q1	$276K	Hold	1,103	–	–	﹤0.01%	293
2021 Q4	$283K	Hold	1,103	–	–	﹤0.01%	303
2021 Q3	$268K	Hold	1,103	–	–	﹤0.01%	285
2021 Q2	$228K	Hold	1,103	–	–	﹤0.01%	305
2021 Q1	$208K	Buy	+1,103	New	+$195K	﹤0.01%	284

Other funds holding HCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co's HCA Position: Q3 2024 in Review

Fayez Sarofim & Co sold out of HCA Healthcare (HCA) in Q3 2024, closing a stake of 626 shares — an estimated $201K sold.

Fayez Sarofim & Co first reported a position in HCA in Q1 2021 and held it in 13 quarters. The position peaked at $335K in Q2 2023. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

Fayez Sarofim & Co reported no remaining HCA Healthcare position as of Q3 2024 after selling out during the quarter.
Fayez Sarofim & Co sold 626 HCA Healthcare shares in Q3 2024, an estimated $201K.
Fayez Sarofim & Co first reported a position in HCA Healthcare in Q1 2021 and held it in 13 quarters.
Fayez Sarofim & Co's HCA Healthcare position peaked at $335K in Q2 2023.
1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Fayez Sarofim & Co's 13F filing for Q3 2024, filed 14 Nov 2024.