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Heritage Financial Services’s HCA Healthcare HCA Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-117
Closed -$19K – 230
2022
Q2 		$19K Buy
+117
New +$25.1K 0.01% 250

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State Street
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Harris Associates
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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
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Heritage Financial Services's HCA Position: Q3 2022 in Review

Heritage Financial Services sold out of HCA Healthcare (HCA) in Q3 2022, closing a stake of 117 shares — an estimated $19K sold.

Heritage Financial Services first reported a position in HCA in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 868 funds tracked by Wall St. Rank hold HCA as of Q3 2022.

  • Heritage Financial Services reported no remaining HCA Healthcare position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 117 HCA Healthcare shares in Q3 2022, an estimated $19K.
  • Heritage Financial Services first reported a position in HCA Healthcare in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's HCA Healthcare position peaked at $19K in Q2 2022.
  • 868 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.