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Helen Stephens Group’s HCA Healthcare HCA Stock Holding History

Helen Stephens Group’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
-1,622
Closed -$521K – 92
2024
Q2 		$521K Buy
1,622
+6
+0.4% +$1.95K 0.18% 56
2024
Q1 		$539K Hold
1,616
– – 0.21% 45
2023
Q4 		$437K Sell
1,616
-67
-4% -$16.6K 0.2% 48
2023
Q3 		$414K Hold
1,683
– – 0.21% 48
2023
Q2 		$511K Buy
1,683
+19
+1% +$5.28K 0.26% 44
2023
Q1 		$439K Buy
1,664
+3
+0.2% +$762 0.23% 49
2022
Q4 		$398K Buy
1,661
+4
+0.2% +$896 0.24% 51
2022
Q3 		$305K Sell
1,657
-103
-6% -$20.5K 0.21% 51
2022
Q2 		$296K Buy
1,760
+6
+0.3% +$1.29K 0.21% 46
2022
Q1 		$440K Hold
1,754
– – 0.3% 38
2021
Q4 		$451K Buy
+1,754
New +$429K 0.36% 32

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

Helen Stephens Group's HCA Position: Q3 2024 in Review

Helen Stephens Group sold out of HCA Healthcare (HCA) in Q3 2024, closing a stake of 1,622 shares — an estimated $521K sold.

Helen Stephens Group first reported a position in HCA in Q4 2021 and held it in 11 quarters. The position peaked at $539K in Q1 2024. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Helen Stephens Group reported no remaining HCA Healthcare position as of Q3 2024 after selling out during the quarter.
  • Helen Stephens Group sold 1,622 HCA Healthcare shares in Q3 2024, an estimated $521K.
  • Helen Stephens Group first reported a position in HCA Healthcare in Q4 2021 and held it in 11 quarters.
  • Helen Stephens Group's HCA Healthcare position peaked at $539K in Q1 2024.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Helen Stephens Group's 13F filing for Q3 2024, filed 8 Oct 2024.