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Morningstar Investment Services’s HCA Healthcare HCA Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-980
Closed -$395K – 239
2024
Q3 		$395K Buy
980
+94
+11% +$34.4K ﹤0.01% 303
2024
Q2 		$304K Buy
+886
New +$288K ﹤0.01% 310

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Morningstar Investment Services's HCA Position: Q4 2024 in Review

Morningstar Investment Services sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 980 shares — an estimated $395K sold.

Morningstar Investment Services first reported a position in HCA in Q2 2024 and held it in 2 quarters. The position peaked at $395K in Q3 2024. 1,181 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • Morningstar Investment Services reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 980 HCA Healthcare shares in Q4 2024, an estimated $395K.
  • Morningstar Investment Services first reported a position in HCA Healthcare in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's HCA Healthcare position peaked at $395K in Q3 2024.
  • 1,181 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.