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Lake Street Advisors Group’s HCA Healthcare HCA Stock Holding History

Lake Street Advisors 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
Q4 		$798K Sell
2,658
-80
-3% -$28K 0.04% 252
2024
Q3 		$1.11M Buy
2,738
+6
+0.2% +$2.2K 0.05% 201
2024
Q2 		$878K Buy
2,732
+35
+1% +$11.4K 0.04% 234
2024
Q1 		$900K Buy
2,697
+30
+1% +$9.17K 0.04% 244
2023
Q4 		$722K Buy
+2,667
New +$659K 0.04% 270
2021
Q3 		– Sell
-857
Closed -$208K – 313
2021
Q2 		$208K Buy
+857
New +$175K 0.02% 305

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Lake Street Advisors Group's HCA Position: Q4 2024 in Review

Lake Street Advisors Group reduced its HCA Healthcare (HCA) stake by 2.9% in Q4 2024, selling an estimated $28K and leaving 2,658 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #252.

Lake Street Advisors Group first reported a position in HCA in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • Lake Street Advisors Group held 2,658 shares of HCA Healthcare worth $798K as of Q4 2024.
  • Lake Street Advisors Group sold 80 HCA Healthcare shares in Q4 2024, an estimated $28K.
  • HCA Healthcare made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #252 holding.
  • Lake Street Advisors Group first reported a position in HCA Healthcare in Q2 2021 and has held it in 6 quarters since.
  • Lake Street Advisors Group's HCA Healthcare position peaked at $1.11M in Q3 2024.
  • 1,181 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.