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First Trust Direct Indexing’s HCA Healthcare HCA Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-15,730
Closed -$6.39M – 394
2024
Q3 		$6.39M Sell
15,730
-4,285
-21% -$1.57M 0.34% 49
2024
Q2 		$6.43M Buy
20,015
+12,161
+155% +$3.95M 0.4% 35
2024
Q1 		$2.62M Buy
7,854
+291
+4% +$88.9K 0.19% 102
2023
Q4 		$2.05M Buy
7,563
+4,756
+169% +$1.18M 0.18% 119
2023
Q3 		$691K Sell
2,807
-23
-0.8% -$6.29K 0.08% 303
2023
Q2 		$859K Buy
2,830
+249
+10% +$69.2K 0.1% 253
2023
Q1 		$681K Buy
2,581
+110
+4% +$27.9K 0.08% 314
2022
Q4 		$593K Buy
2,471
+1,159
+88% +$260K 0.08% 326
2022
Q3 		$241K Buy
1,312
+2
+0.2% +$398 0.04% 524
2022
Q2 		$220K Buy
1,310
+13
+1% +$2.79K 0.03% 555
2022
Q1 		$325K Buy
1,297
+50
+4% +$12.6K 0.04% 479
2021
Q4 		$320K Buy
1,247
+25
+2% +$6.12K 0.04% 479
2021
Q3 		$297K Sell
1,222
-18
-1% -$4.4K 0.04% 475
2021
Q2 		$256K Buy
+1,240
New +$253K 0.04% 502
2021
Q1 		– Sell
-114
Closed -$19K – 642
2020
Q4 		$19K Buy
+114
New +$16.7K 0.01% 861

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Direct Indexing's HCA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 15,730 shares — an estimated $6.39M sold.

First Trust Direct Indexing first reported a position in HCA in Q4 2020 and held it in 15 quarters. The position peaked at $6.43M in Q2 2024. 1,182 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 15,730 HCA Healthcare shares in Q4 2024, an estimated $6.39M.
  • First Trust Direct Indexing first reported a position in HCA Healthcare in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's HCA Healthcare position peaked at $6.43M in Q2 2024.
  • 1,182 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.