JWM
HCA icon

Jackson Wealth Management’s HCA Healthcare HCA Stock Holding History

Jackson Wealth 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
-695
Closed -$282K – 164
2024
Q3 		$282K Buy
+695
New +$254K 0.03% 126
2023
Q3 		– Sell
-1,904
Closed -$578K – 150
2023
Q2 		$578K Sell
1,904
-93
-5% -$25.9K 0.08% 90
2023
Q1 		$527K Buy
1,997
+891
+81% +$226K 0.4% 78
2022
Q4 		$265K Sell
1,106
-791
-42% -$177K 0.1% 80
2022
Q3 		$349K Buy
+1,897
New +$378K 0.07% 96

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Wealth Management's HCA Position: Q4 2024 in Review

Jackson Wealth Management sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 695 shares — an estimated $282K sold.

Jackson Wealth Management first reported a position in HCA in Q3 2022 and held it in 5 quarters. The position peaked at $578K in Q2 2023. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • Jackson Wealth Management reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 695 HCA Healthcare shares in Q4 2024, an estimated $282K.
  • Jackson Wealth Management first reported a position in HCA Healthcare in Q3 2022 and held it in 5 quarters.
  • Jackson Wealth Management's HCA Healthcare position peaked at $578K in Q2 2023.
  • 1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.