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Geller Advisors’s HCA Healthcare HCA Stock Holding History

Geller Advisors’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
-978
Closed -$314K – 273
2024
Q2 		$314K Buy
978
+22
+2% +$7.15K 0.02% 199
2024
Q1 		$319K Buy
956
+3
+0.3% +$917 0.03% 199
2023
Q4 		$258K Sell
953
-43
-4% -$10.6K 0.03% 221
2023
Q3 		$245K Buy
996
+28
+3% +$7.66K 0.03% 218
2023
Q2 		$294K Sell
968
-164
-14% -$45.6K 0.04% 187
2023
Q1 		$298K Buy
1,132
+184
+19% +$46.7K 0.04% 121
2022
Q4 		$227K Buy
+948
New +$212K 0.04% 136
2022
Q2 		– Sell
-933
Closed -$234K – 150
2022
Q1 		$234K Buy
+933
New +$234K 0.04% 140

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geller Advisors's HCA Position: Q3 2024 in Review

Geller Advisors sold out of HCA Healthcare (HCA) in Q3 2024, closing a stake of 978 shares — an estimated $314K sold.

Geller Advisors first reported a position in HCA in Q1 2022 and held it in 8 quarters. The position peaked at $319K in Q1 2024. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Geller Advisors reported no remaining HCA Healthcare position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 978 HCA Healthcare shares in Q3 2024, an estimated $314K.
  • Geller Advisors first reported a position in HCA Healthcare in Q1 2022 and held it in 8 quarters.
  • Geller Advisors's HCA Healthcare position peaked at $319K in Q1 2024.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.