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 $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Landmark Financial Advisors's HCA Position: Q4 2023 in Review

Landmark Financial Advisors held its HCA Healthcare (HCA) position steady in Q4 2023 at 1,152 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #73.

Landmark Financial Advisors first reported a position in HCA in Q1 2020 and has held it in 10 quarters since. The position peaked at $361K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Landmark Financial Advisors held 1,152 shares of HCA Healthcare worth $312K as of Q4 2023.
Landmark Financial Advisors left its HCA Healthcare share count unchanged in Q4 2023.
HCA Healthcare made up 0.11% of Landmark Financial Advisors's portfolio in Q4 2023, its #73 holding.
Landmark Financial Advisors first reported a position in HCA Healthcare in Q1 2020 and has held it in 10 quarters since.
Landmark Financial Advisors's HCA Healthcare position peaked at $361K in Q4 2021.
1,057 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.