LWM Advisory Services’s HCA Healthcare HCA Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-1,727	Closed	-$338K	–	102
2022 Q3	$338K	Buy	1,727 +48	+3%	+$9.56K	0.38%	75
2022 Q2	$285K	Buy	1,679 +147	+10%	+$31.6K	0.34%	86
2022 Q1	$380K	Buy	1,532 +298	+24%	+$74.8K	0.47%	66
2021 Q4	$317K	Buy	+1,234	New	+$302K	0.39%	78

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

LWM Advisory Services's HCA Position: Q4 2022 in Review

LWM Advisory Services sold out of HCA Healthcare (HCA) in Q4 2022, closing a stake of 1,727 shares — an estimated $338K sold.

LWM Advisory Services first reported a position in HCA in Q4 2021 and held it in 4 quarters. The position peaked at $380K in Q1 2022. 961 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

LWM Advisory Services reported no remaining HCA Healthcare position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 1,727 HCA Healthcare shares in Q4 2022, an estimated $338K.
LWM Advisory Services first reported a position in HCA Healthcare in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's HCA Healthcare position peaked at $380K in Q1 2022.
961 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.