Liontrust Investment Partners’s HCA Healthcare HCA Stock Holding History

Liontrust Investment Partners’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 Q3	–	Sell	-25,160	Closed	-$7.64M	–	205
2023 Q2	$7.64M	Sell	25,160 -7,100	-22%	-$1.97M	0.11%	110
2023 Q1	$8.51M	Hold	32,260	–	–	0.12%	110
2022 Q4	$7.74M	Sell	32,260 -2,600	-7%	-$582K	0.14%	73
2022 Q3	$6.41M	Hold	34,860	–	–	0.1%	111
2022 Q2	$5.86M	Hold	34,860	–	–	0.08%	135
2022 Q1	$8.74M	Hold	34,860	–	–	0.11%	85
2021 Q4	$8.96M	Hold	34,860	–	–	0.11%	100
2021 Q3	$8.46M	Buy	+34,860	New	+$8.52M	0.12%	97
2020 Q4	$5.98M	Buy	+36,360	New	+$5.32M	0.12%	101

Other funds holding HCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liontrust Investment Partners's HCA Position: Q3 2023 in Review

Liontrust Investment Partners sold out of HCA Healthcare (HCA) in Q3 2023, closing a stake of 25,160 shares — an estimated $7.64M sold.

Liontrust Investment Partners first reported a position in HCA in Q4 2020 and held it in 9 quarters. The position peaked at $8.96M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

Liontrust Investment Partners reported no remaining HCA Healthcare position as of Q3 2023 after selling out during the quarter.
Liontrust Investment Partners sold 25,160 HCA Healthcare shares in Q3 2023, an estimated $7.64M.
Liontrust Investment Partners first reported a position in HCA Healthcare in Q4 2020 and held it in 9 quarters.
Liontrust Investment Partners's HCA Healthcare position peaked at $8.96M in Q4 2021.
1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Liontrust Investment Partners's 13F filing for Q3 2023, filed 9 Nov 2023.