Howe & Rusling’s HCA Healthcare HCA Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-15	Closed	-$3K	–	633
2022 Q3	$3K	Buy	15 +1	+7%	+$199	﹤0.01%	784
2022 Q2	$2K	Buy	14 +1	+8%	+$215	﹤0.01%	866
2022 Q1	$3K	Sell	13 -50	-79%	-$12.6K	﹤0.01%	781
2021 Q4	$16K	Hold	63	–	–	﹤0.01%	464
2021 Q3	$15K	Hold	63	–	–	﹤0.01%	452
2021 Q2	$13K	Sell	63 -2	-3%	-$408	﹤0.01%	458
2021 Q1	$12K	Buy	65 +54	+491%	+$9.52K	﹤0.01%	468
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	802
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	774
2020 Q2	$1K	Buy	+11	New	+$1.14K	﹤0.01%	744
2018 Q1	–	Sell	-500	Closed	-$44K	–	963
2017 Q4	$44K	Hold	500	–	–	0.01%	307
2017 Q3	$40K	Hold	500	–	–	0.01%	322
2017 Q2	$44K	Hold	500	–	–	0.01%	278
2017 Q1	$44K	Hold	500	–	–	0.01%	269
2016 Q4	$37K	Buy	+500	New	+$37.4K	0.01%	297

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's HCA Position: Q4 2022 in Review

Howe & Rusling sold out of HCA Healthcare (HCA) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

Howe & Rusling first reported a position in HCA in Q4 2016 and held it in 15 quarters. The position peaked at $44K in Q4 2017. 960 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

Howe & Rusling reported no remaining HCA Healthcare position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 15 HCA Healthcare shares in Q4 2022, an estimated $3K.
Howe & Rusling first reported a position in HCA Healthcare in Q4 2016 and held it in 15 quarters.
Howe & Rusling's HCA Healthcare position peaked at $44K in Q4 2017.
960 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.