Hennion & Walsh Asset Management’s HCA Healthcare HCA Stock Holding History

Hennion & Walsh Asset Management’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	-2,975	Closed	-$1.21M	–	879
2024 Q3	$1.21M	Sell	2,975 -1,882	-39%	-$689K	0.06%	406
2024 Q2	$1.56M	Sell	4,857 -1,908	-28%	-$620K	0.08%	314
2024 Q1	$2.26M	Sell	6,765 -3,061	-31%	-$935K	0.12%	231
2023 Q4	$2.66M	Sell	9,826 -113	-1%	-$27.9K	0.15%	195
2023 Q3	$2.44M	Buy	9,939 +3,226	+48%	+$883K	0.16%	178
2023 Q2	$2.04M	Buy	6,713 +1,981	+42%	+$551K	0.12%	210
2023 Q1	$1.25M	Buy	4,732 +2,125	+82%	+$540K	0.08%	313
2022 Q4	$626K	Buy	+2,607	New	+$584K	0.04%	451

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hennion & Walsh Asset Management's HCA Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 2,975 shares — an estimated $1.21M sold.

Hennion & Walsh Asset Management first reported a position in HCA in Q4 2022 and held it in 8 quarters. The position peaked at $2.66M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

Hennion & Walsh Asset Management reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 2,975 HCA Healthcare shares in Q4 2024, an estimated $1.21M.
Hennion & Walsh Asset Management first reported a position in HCA Healthcare in Q4 2022 and held it in 8 quarters.
Hennion & Walsh Asset Management's HCA Healthcare position peaked at $2.66M in Q4 2023.
1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.