KIG
HCA icon

Kowal Investment Group’s HCA Healthcare HCA Stock Holding History

Kowal Investment 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
Q3 		$365K Sell
898
-10
-1% -$3.66K 0.07% 145
2024
Q2 		$292K Buy
+908
New +$295K 0.06% 143
2021
Q4 		– Sell
-93
Closed -$23K – 459
2021
Q3 		$23K Buy
+93
New +$22.7K 0.01% 356

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kowal Investment Group's HCA Position: Q3 2024 in Review

Kowal Investment Group reduced its HCA Healthcare (HCA) stake by 1.1% in Q3 2024, selling an estimated $3.66K and leaving 898 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #145.

Kowal Investment Group first reported a position in HCA in Q3 2021 and has held it in 3 quarters since. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Kowal Investment Group held 898 shares of HCA Healthcare worth $365K as of Q3 2024.
  • Kowal Investment Group sold 10 HCA Healthcare shares in Q3 2024, an estimated $3.66K.
  • HCA Healthcare made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #145 holding.
  • Kowal Investment Group first reported a position in HCA Healthcare in Q3 2021 and has held it in 3 quarters since.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.