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Measured Wealth Private Client Group’s HCA Healthcare HCA Stock Holding History

Measured Wealth Private Client Group’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
Q3 		– Sell
-1,305
Closed -$219K – 162
2022
Q2 		$219K Buy
1,305
+350
+37% +$75.2K 0.1% 153
2022
Q1 		$239K Buy
+955
New +$240K 0.09% 149

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's HCA Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of HCA Healthcare (HCA) in Q3 2022, closing a stake of 1,305 shares — an estimated $219K sold.

Measured Wealth Private Client Group first reported a position in HCA in Q1 2022 and held it in 2 quarters. The position peaked at $239K in Q1 2022. 867 funds tracked by Wall St. Rank hold HCA as of Q3 2022.

  • Measured Wealth Private Client Group reported no remaining HCA Healthcare position as of Q3 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,305 HCA Healthcare shares in Q3 2022, an estimated $219K.
  • Measured Wealth Private Client Group first reported a position in HCA Healthcare in Q1 2022 and held it in 2 quarters.
  • Measured Wealth Private Client Group's HCA Healthcare position peaked at $239K in Q1 2022.
  • 867 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.