JP Morgan Private Wealth Advisors’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.6M | Sell |
55,407
-6,268
| -10% | -$1.72M | 0.04% | 325 |
|
|
2023
Q2 | $18.7M | Sell |
61,675
-172,471
| -74% | -$47.9M | 0.1% | 161 |
|
|
2023
Q1 | $61.7M | Sell |
234,146
-55,270
| -19% | -$14M | 0.13% | 167 |
|
|
2022
Q4 | $69.4M | Buy |
289,416
+2,314
| +0.8% | +$518K | 0.16% | 140 |
|
|
2022
Q3 | $52.8M | Buy |
287,102
+3,518
| +1% | +$701K | 0.14% | 158 |
|
|
2022
Q2 | $47.7M | Buy |
283,584
+224,910
| +383% | +$48.3M | 0.12% | 177 |
|
|
2022
Q1 | $14.7M | Buy |
58,674
+3,915
| +7% | +$983K | 0.03% | 367 |
|
|
2021
Q4 | $14.1M | Sell |
54,759
-94
| -0.2% | -$23K | 0.03% | 372 |
|
|
2021
Q3 | $13.3M | Sell |
54,853
-1,430
| -3% | -$350K | 0.03% | 377 |
|
|
2021
Q2 | $11.6M | Sell |
56,283
-656
| -1% | -$134K | 0.03% | 398 |
|
|
2021
Q1 | $10.7M | Sell |
56,939
-1,810
| -3% | -$319K | 0.03% | 357 |
|
|
2020
Q4 | $9.66M | Sell |
58,749
-3,175
| -5% | -$464K | 0.03% | 362 |
|
|
2020
Q3 | $7.72M | Sell |
61,924
-1,895
| -3% | -$235K | 0.03% | 367 |
|
|
2020
Q2 | $6.19M | Sell |
63,819
-36,375
| -36% | -$3.78M | 0.03% | 339 |
|
|
2020
Q1 | $9M | Sell |
100,194
-32,853
| -25% | -$4.25M | 0.05% | 275 |
|
|
2019
Q4 | $19.7M | Sell |
133,047
-40,060
| -23% | -$5.38M | 0.09% | 199 |
|
|
2019
Q3 | $20.8M | Sell |
173,107
-7,754
| -4% | -$1M | 0.11% | 180 |
|
|
2019
Q2 | $24.4M | Sell |
180,861
-4,109
| -2% | -$520K | 0.13% | 161 |
|
|
2019
Q1 | $24.1M | Buy |
184,970
+7,804
| +4% | +$1.05M | 0.13% | 171 |
|
|
2018
Q4 | $22M | Buy |
177,166
+6,387
| +4% | +$857K | 0.13% | 159 |
|
|
2018
Q3 | $23.8M | Sell |
170,779
-66,235
| -28% | -$8.25M | 0.12% | 180 |
|
|
2018
Q2 | $24.3M | Sell |
237,014
-23,238
| -9% | -$2.35M | 0.14% | 164 |
|
|
2018
Q1 | $25.2M | Buy |
260,252
+20,708
| +9% | +$2.01M | 0.17% | 132 |
|
|
2017
Q4 | $21M | Buy |
239,544
+123,087
| +106% | +$9.89M | 0.14% | 157 |
|
|
2017
Q3 | $9.27M | Sell |
116,457
-48,357
| -29% | -$3.89M | 0.07% | 237 |
|
|
2017
Q2 | $14.4M | Sell |
164,814
-49,252
| -23% | -$4.17M | 0.11% | 176 |
|
|
2017
Q1 | $19M | Sell |
214,066
-1,357
| -0.6% | -$113K | 0.15% | 152 |
|
|
2016
Q4 | $15.9M | Sell |
215,423
-13,400
| -6% | -$1M | 0.14% | 154 |
|
|
2016
Q3 | $17.3M | Buy |
228,823
+7,591
| +3% | +$581K | 0.16% | 142 |
|
|
2016
Q2 | $17M | Buy |
221,232
+27,109
| +14% | +$2.14M | 0.17% | 138 |
|
|
2016
Q1 | $15.2M | Buy |
194,123
+28,011
| +17% | +$1.96M | 0.14% | 136 |
|
|
2015
Q4 | $11.2M | Buy |
166,112
+4,185
| +3% | +$292K | 0.12% | 168 |
|
|
2015
Q3 | $12.5M | Buy |
161,927
+9,886
| +7% | +$875K | 0.16% | 144 |
|
|
2015
Q2 | $13.8M | Sell |
152,041
-4,665
| -3% | -$374K | 0.16% | 152 |
|
|
2015
Q1 | $11.8M | Buy |
156,706
+9,697
| +7% | +$696K | 0.13% | 163 |
|
|
2014
Q4 | $10.8M | Buy |
147,009
+15,840
| +12% | +$1.11M | 0.13% | 173 |
|
|
2014
Q3 | $9.25M | Buy |
131,169
+7,632
| +6% | +$504K | 0.12% | 187 |
|
|
2014
Q2 | $6.96M | Buy |
123,537
+9,098
| +8% | +$480K | 0.12% | 175 |
|
|
2014
Q1 | $6.01M | Buy |
114,439
+47,061
| +70% | +$2.34M | 0.11% | 183 |
|
|
2013
Q4 | $3.21M | Buy |
67,378
+33,359
| +98% | +$1.54M | 0.06% | 215 |
|
|
2013
Q3 | $1.45M | Buy |
34,019
+841
| +3% | +$32.9K | 0.03% | 275 |
|
|
2013
Q2 | $1.2M | Buy |
+33,178
| New | +$1.28M | 0.03% | 296 |
|
Other funds holding HCA
JP Morgan Private Wealth Advisors's HCA Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its HCA Healthcare (HCA) stake by 10% in Q3 2023, selling an estimated $1.72M and leaving 55,407 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #325.
JP Morgan Private Wealth Advisors first reported a position in HCA in Q2 2013 and has held it in 42 quarters since. The position peaked at $69.4M in Q4 2022. 1,001 funds tracked by Wall St. Rank hold HCA as of Q3 2023.
- JP Morgan Private Wealth Advisors held 55,407 shares of HCA Healthcare worth $13.6M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 6,268 HCA Healthcare shares in Q3 2023, an estimated $1.72M.
- HCA Healthcare made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #325 holding.
- JP Morgan Private Wealth Advisors first reported a position in HCA Healthcare in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's HCA Healthcare position peaked at $69.4M in Q4 2022.
- 1,001 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.