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M Holdings Securities’s HCA Healthcare HCA Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-1,279
Closed -$411K – 191
2024
Q2 		$411K Buy
+1,279
New +$416K 0.05% 192
2023
Q2 		– Sell
-1,053
Closed -$278K – 310
2023
Q1 		$278K Hold
1,053
– – 0.03% 369
2022
Q4 		$253K Buy
+1,053
New +$236K 0.03% 376
2022
Q2 		– Sell
-1,110
Closed -$278K – 476
2022
Q1 		$278K Buy
+1,110
New +$279K 0.02% 406

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M Holdings Securities's HCA Position: Q3 2024 in Review

M Holdings Securities sold out of HCA Healthcare (HCA) in Q3 2024, closing a stake of 1,279 shares — an estimated $411K sold.

M Holdings Securities first reported a position in HCA in Q1 2022 and held it in 4 quarters. The position peaked at $411K in Q2 2024. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • M Holdings Securities reported no remaining HCA Healthcare position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,279 HCA Healthcare shares in Q3 2024, an estimated $411K.
  • M Holdings Securities first reported a position in HCA Healthcare in Q1 2022 and held it in 4 quarters.
  • M Holdings Securities's HCA Healthcare position peaked at $411K in Q2 2024.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.