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LMCG Investments’s HCA Healthcare HCA Stock Holding History

LMCG Investments’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 		– Sell
-553
Closed -$225K – 239
2024
Q3 		$225K Buy
+553
New +$202K 0.01% 217
2015
Q1 		– Sell
-3,189
Closed -$234K – 548
2014
Q4 		$234K Buy
+3,189
New +$224K 0.01% 482

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $59B AUM 32.99% 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

LMCG Investments's HCA Position: Q4 2024 in Review

LMCG Investments sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 553 shares — an estimated $225K sold.

LMCG Investments first reported a position in HCA in Q4 2014 and held it in 2 quarters. The position peaked at $234K in Q4 2014. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • LMCG Investments reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • LMCG Investments sold 553 HCA Healthcare shares in Q4 2024, an estimated $225K.
  • LMCG Investments first reported a position in HCA Healthcare in Q4 2014 and held it in 2 quarters.
  • LMCG Investments's HCA Healthcare position peaked at $234K in Q4 2014.
  • 1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on LMCG Investments's 13F filing for Q4 2024, filed 16 Jan 2025.