Next Capital Management’s HCA Healthcare HCA Stock Holding History

Next Capital 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
2023 Q1	–	Sell	-1,000	Closed	-$240K	–	129
2022 Q4	$240K	Buy	+1,000	New	+$224K	0.13%	103
2022 Q2	–	Sell	-1,000	Closed	-$251K	–	118
2022 Q1	$251K	Hold	1,000	–	–	0.17%	97
2021 Q4	$257K	Sell	1,000 -2,000	-67%	-$489K	0.17%	93
2021 Q3	$728K	Hold	3,000	–	–	0.53%	45
2021 Q2	$620K	Buy	3,000 +1,000	+50%	+$204K	0.39%	57
2021 Q1	$377K	Sell	2,000 -1,000	-33%	-$176K	0.25%	77
2020 Q4	$493K	Buy	3,000 +1,000	+50%	+$146K	0.35%	60
2020 Q3	$249K	Buy	+2,000	New	+$248K	0.17%	79
2020 Q2	–	Sell	-2,000	Closed	-$180K	–	99
2020 Q1	$180K	Buy	+2,000	New	+$259K	0.14%	77
2019 Q3	–	Sell	-82	Closed	-$11K	–	482
2019 Q2	$11K	Buy	+82	New	+$10.4K	0.01%	419

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Capital Management's HCA Position: Q1 2023 in Review

Next Capital Management sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 1,000 shares — an estimated $240K sold.

Next Capital Management first reported a position in HCA in Q2 2019 and held it in 10 quarters. The position peaked at $728K in Q3 2021. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

Next Capital Management reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
Next Capital Management sold 1,000 HCA Healthcare shares in Q1 2023, an estimated $240K.
Next Capital Management first reported a position in HCA Healthcare in Q2 2019 and held it in 10 quarters.
Next Capital Management's HCA Healthcare position peaked at $728K in Q3 2021.
970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Next Capital Management's 13F filing for Q1 2023, filed 28 Apr 2023.