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Lakewood Capital Management’s HCA Healthcare HCA Stock Holding History

Lakewood Capital 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
2022
Q1 		– Sell
-18,279
Closed -$4.7M – 65
2021
Q4 		$4.7M Hold
18,279
– – 0.2% 52
2021
Q3 		$4.44M Sell
18,279
-113,700
-86% -$27.8M 0.2% 50
2021
Q2 		$27.3M Sell
131,979
-58,000
-31% -$11.8M 1.13% 28
2021
Q1 		$35.8M Sell
189,979
-159,000
-46% -$28M 1.52% 25
2020
Q4 		$57.4M Sell
348,979
-144,000
-29% -$21.1M 2.69% 16
2020
Q3 		$61.5M Sell
492,979
-274,600
-36% -$34M 2.97% 10
2020
Q2 		$74.5M Buy
767,579
+74,892
+11% +$7.79M 3.2% 9
2020
Q1 		$62.2M Buy
+692,687
New +$89.7M 2.85% 12
2019
Q1 		– Sell
-69,093
Closed -$8.6M – 41
2018
Q4 		$8.6M Sell
69,093
-622,000
-90% -$83.5M 0.28% 40
2018
Q3 		$96.1M Sell
691,093
-1,372,961
-67% -$171M 3.18% 10
2018
Q2 		$212M Hold
2,064,054
– – 7% 6
2018
Q1 		$200M Sell
2,064,054
-73,000
-3% -$7.08M 6.5% 6
2017
Q4 		$188M Buy
2,137,054
+60,000
+3% +$4.82M 6.53% 6
2017
Q3 		$165M Buy
2,077,054
+193,000
+10% +$15.5M 5.97% 7
2017
Q2 		$164M Buy
1,884,054
+125,000
+7% +$10.6M 6.48% 6
2017
Q1 		$157M Sell
1,759,054
-150,776
-8% -$12.6M 6.51% 7
2016
Q4 		$141M Sell
1,909,830
-249,267
-12% -$18.7M 6.4% 5
2016
Q3 		$163M Hold
2,159,097
– – 3.69% 4
2016
Q2 		$166M Hold
2,159,097
– – 8.03% 2
2016
Q1 		$169M Buy
2,159,097
+148,000
+7% +$10.3M 7.34% 4
2015
Q4 		$136M Buy
2,011,097
+591,767
+42% +$41.3M 5.89% 7
2015
Q3 		$110M Buy
1,419,330
+315,000
+29% +$27.9M 4.15% 8
2015
Q2 		$100M Buy
+1,104,330
New +$88.5M 4.14% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakewood Capital Management's HCA Position: Q1 2022 in Review

Lakewood Capital Management sold out of HCA Healthcare (HCA) in Q1 2022, closing a stake of 18,279 shares — an estimated $4.7M sold.

Lakewood Capital Management first reported a position in HCA in Q2 2015 and held it in 23 quarters. The position peaked at $212M in Q2 2018. 968 funds tracked by Wall St. Rank hold HCA as of Q1 2022.

  • Lakewood Capital Management reported no remaining HCA Healthcare position as of Q1 2022 after selling out during the quarter.
  • Lakewood Capital Management sold 18,279 HCA Healthcare shares in Q1 2022, an estimated $4.7M.
  • Lakewood Capital Management first reported a position in HCA Healthcare in Q2 2015 and held it in 23 quarters.
  • Lakewood Capital Management's HCA Healthcare position peaked at $212M in Q2 2018.
  • 968 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2022.

Based on Lakewood Capital Management's 13F filing for Q1 2022, filed 16 May 2022.