Karpas Strategies’s HCA Healthcare HCA Stock Holding History

Karpas Strategies’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 Q4	–	Sell	-959	Closed	-$236K	–	118
2023 Q3	$236K	Sell	959 -690	-42%	-$189K	0.09%	106
2023 Q2	$501K	Buy	1,649 +3	+0.2%	+$834	0.17%	81
2023 Q1	$434K	Sell	1,646 -278	-14%	-$70.6K	0.15%	85
2022 Q4	$462K	Buy	1,924 +10	+0.5%	+$2.24K	0.16%	83
2022 Q3	$352K	Buy	1,914 +6	+0.3%	+$1.2K	0.13%	88
2022 Q2	$321K	Buy	1,908 +4	+0.2%	+$859	0.11%	94
2022 Q1	$477K	Hold	1,904	–	–	0.15%	88
2021 Q4	$489K	Buy	1,904 +4	+0.2%	+$979	0.16%	82
2021 Q3	$472K	Hold	1,900	–	–	0.16%	80
2021 Q2	$393K	Hold	1,900	–	–	0.14%	88
2021 Q1	$358K	Buy	+1,900	New	+$335K	0.14%	88

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Karpas Strategies's HCA Position: Q4 2023 in Review

Karpas Strategies sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 959 shares — an estimated $236K sold.

Karpas Strategies first reported a position in HCA in Q1 2021 and held it in 11 quarters. The position peaked at $501K in Q2 2023. 1,057 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Karpas Strategies reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Karpas Strategies sold 959 HCA Healthcare shares in Q4 2023, an estimated $236K.
Karpas Strategies first reported a position in HCA Healthcare in Q1 2021 and held it in 11 quarters.
Karpas Strategies's HCA Healthcare position peaked at $501K in Q2 2023.
1,057 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Karpas Strategies's 13F filing for Q4 2023, filed 7 Feb 2024.