Meritage Group’s HCA Healthcare HCA Stock Holding History

Meritage 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
2024 Q4	–	Sell	-370,416	Closed	-$151M	–	21
2024 Q3	$151M	Buy	+370,416	New	+$136M	3.52%	15

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meritage Group's HCA Position: Q4 2024 in Review

Meritage Group sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 370,416 shares — an estimated $151M sold.

Meritage Group first reported a position in HCA in Q3 2024 and held it in 1 quarter. The position peaked at $151M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

Meritage Group reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
Meritage Group sold 370,416 HCA Healthcare shares in Q4 2024, an estimated $151M.
Meritage Group first reported a position in HCA Healthcare in Q3 2024 and held it in 1 quarter.
Meritage Group's HCA Healthcare position peaked at $151M in Q3 2024.
1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Meritage Group's 13F filing for Q4 2024, filed 13 Feb 2025.