Islay Capital Management’s HCA Healthcare HCA Stock Holding History

Islay Capital 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
2023 Q1	–	Sell	-340	Closed	-$81.6K	–	243
2022 Q4	$81.6K	Hold	340	–	–	0.09%	107
2022 Q3	$62K	Hold	340	–	–	0.07%	121
2022 Q2	$57K	Sell	340 -990	-74%	-$213K	0.06%	177
2022 Q1	$333K	Sell	1,330 -3	-0.2%	-$753	0.28%	61
2021 Q4	$342K	Sell	1,333 -112	-8%	-$27.4K	0.26%	61
2021 Q3	$351K	Buy	1,445 +113	+8%	+$27.6K	0.27%	61
2021 Q2	$275K	Buy	1,332 +123	+10%	+$25.1K	0.22%	65
2021 Q1	$228K	Buy	1,209 +899	+290%	+$159K	0.19%	69
2020 Q4	$51K	Hold	310	–	–	0.05%	173
2020 Q3	$39K	Hold	310	–	–	0.04%	184
2020 Q2	$30K	Hold	310	–	–	0.03%	188
2020 Q1	$28K	Buy	310 +150	+94%	+$19.4K	0.04%	173
2019 Q4	$24K	Buy	+160	New	+$21.5K	0.02%	197

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Islay Capital Management's HCA Position: Q1 2023 in Review

Islay Capital Management sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 340 shares — an estimated $81.6K sold.

Islay Capital Management first reported a position in HCA in Q4 2019 and held it in 13 quarters. The position peaked at $351K in Q3 2021. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

Islay Capital Management reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
Islay Capital Management sold 340 HCA Healthcare shares in Q1 2023, an estimated $81.6K.
Islay Capital Management first reported a position in HCA Healthcare in Q4 2019 and held it in 13 quarters.
Islay Capital Management's HCA Healthcare position peaked at $351K in Q3 2021.
970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Islay Capital Management's 13F filing for Q1 2023, filed 10 May 2023.