Landmark Financial Advisors’s HCA Healthcare HCA Stock Holding History

Landmark Financial Advisors’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	$312K	Hold	1,152	–	–	0.11%	73
2023 Q3	$283K	Hold	1,152	–	–	0.12%	73
2023 Q2	$350K	Hold	1,152	–	–	0.14%	67
2023 Q1	$304K	Hold	1,152	–	–	0.13%	71
2022 Q4	$276K	Hold	1,152	–	–	0.13%	73
2022 Q3	$212K	Buy	+1,152	New	+$229K	0.11%	77
2022 Q2	–	Sell	-1,452	Closed	-$306K	–	82
2022 Q1	$306K	Buy	1,452 +45	+3%	+$11.3K	0.15%	69
2021 Q4	$361K	Buy	+1,407	New	+$344K	0.16%	64
2021 Q3	–	Sell	-1,037	Closed	-$214K	–	71
2021 Q2	$214K	Buy	+1,037	New	+$211K	0.1%	72
2020 Q2	–	Sell	-2,300	Closed	-$259K	–	62
2020 Q1	$259K	Buy	+2,300	New	+$298K	0.18%	55

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sanders Capital

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

Wellington Management Group

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

First Eagle Investment Management

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

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