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McGlone Suttner Wealth Management’s HCA Healthcare HCA Stock Holding History

McGlone Suttner Wealth Management’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
-578
Closed -$235K – 183
2024
Q3 		$235K Buy
+578
New +$212K 0.05% 153
2024
Q1 		– Sell
-11
Closed -$3K – 450
2023
Q4 		$3K Buy
+11
New +$2.72K ﹤0.01% 637

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

McGlone Suttner Wealth Management's HCA Position: Q4 2024 in Review

McGlone Suttner Wealth Management sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 578 shares — an estimated $235K sold.

McGlone Suttner Wealth Management first reported a position in HCA in Q4 2023 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • McGlone Suttner Wealth Management reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 578 HCA Healthcare shares in Q4 2024, an estimated $235K.
  • McGlone Suttner Wealth Management first reported a position in HCA Healthcare in Q4 2023 and held it in 2 quarters.
  • McGlone Suttner Wealth Management's HCA Healthcare position peaked at $235K in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.