InterOcean Capital Group’s HCA Healthcare HCA Stock Holding History

InterOcean Capital 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 Q1	$948K	Sell	2,843 -496	-15%	-$152K	0.02%	217
2023 Q4	$904K	Buy	3,339 +128	+4%	+$31.6K	0.02%	209
2023 Q3	$790K	Buy	3,211 +80	+3%	+$21.9K	0.02%	215
2023 Q2	$950K	Hold	3,131	–	–	0.03%	191
2023 Q1	$826K	Buy	3,131 +2,000	+177%	+$508K	0.03%	204
2022 Q4	$271K	Hold	1,131	–	–	0.01%	342
2022 Q3	$208K	Buy	+1,131	New	+$225K	0.01%	366
2022 Q2	–	Sell	-950	Closed	-$238K	–	430
2022 Q1	$238K	Hold	950	–	–	0.01%	245
2021 Q4	$244K	Hold	950	–	–	0.01%	232
2021 Q3	$231K	Buy	+950	New	+$232K	0.01%	222

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

InterOcean Capital Group's HCA Position: Q1 2024 in Review

InterOcean Capital Group reduced its HCA Healthcare (HCA) stake by 15% in Q1 2024, selling an estimated $152K and leaving 2,843 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #217.

InterOcean Capital Group first reported a position in HCA in Q3 2021 and has held it in 10 quarters since. The position peaked at $950K in Q2 2023. 1,126 funds tracked by Wall St. Rank hold HCA as of Q1 2024.

InterOcean Capital Group held 2,843 shares of HCA Healthcare worth $948K as of Q1 2024.
InterOcean Capital Group sold 496 HCA Healthcare shares in Q1 2024, an estimated $152K.
HCA Healthcare made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #217 holding.
InterOcean Capital Group first reported a position in HCA Healthcare in Q3 2021 and has held it in 10 quarters since.
InterOcean Capital Group's HCA Healthcare position peaked at $950K in Q2 2023.
1,126 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.