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Halpern Financial’s HCA Healthcare HCA Stock Holding History

Halpern Financial’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 		$20.2K Hold
50
– – 0.01% 130
2024
Q2 		$16.1K Hold
50
– – ﹤0.01% 137
2024
Q1 		$16.6K Hold
50
– – ﹤0.01% 143
2023
Q4 		$13.6K Hold
50
– – ﹤0.01% 173
2023
Q3 		$12.3K Sell
50
-45
-47% -$12.3K ﹤0.01% 146
2023
Q2 		$28.8K Buy
+95
New +$26.4K 0.01% 100

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

Halpern Financial's HCA Position: Q3 2024 in Review

Halpern Financial held its HCA Healthcare (HCA) position steady in Q3 2024 at 50 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #130.

Halpern Financial first reported a position in HCA in Q2 2023 and has held it in 6 quarters since. The position peaked at $28.8K in Q2 2023. 1,203 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Halpern Financial held 50 shares of HCA Healthcare worth $20.2K as of Q3 2024.
  • Halpern Financial left its HCA Healthcare share count unchanged in Q3 2024.
  • HCA Healthcare made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #130 holding.
  • Halpern Financial first reported a position in HCA Healthcare in Q2 2023 and has held it in 6 quarters since.
  • Halpern Financial's HCA Healthcare position peaked at $28.8K in Q2 2023.
  • 1,203 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.