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Osterweis Capital Management’s HCA Healthcare HCA Stock Holding History

Osterweis 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
-185
Closed -$44.4K – 218
2022
Q4 		$44.4K Buy
+185
New +$41.4K ﹤0.01% 176
2017
Q1 		– Sell
-6,475
Closed -$479K – 93
2016
Q4 		$479K Sell
6,475
-648,360
-99% -$48.6M 0.03% 79
2016
Q3 		$49.5M Sell
654,835
-44,627
-6% -$3.42M 2.98% 13
2016
Q2 		$53.9M Buy
+699,462
New +$55.2M 3.43% 12

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osterweis Capital Management sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 185 shares — an estimated $44.4K sold.

Osterweis Capital Management first reported a position in HCA in Q2 2016 and held it in 4 quarters. The position peaked at $53.9M in Q2 2016. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

  • Osterweis Capital Management reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
  • Osterweis Capital Management sold 185 HCA Healthcare shares in Q1 2023, an estimated $44.4K.
  • Osterweis Capital Management first reported a position in HCA Healthcare in Q2 2016 and held it in 4 quarters.
  • Osterweis Capital Management's HCA Healthcare position peaked at $53.9M in Q2 2016.
  • 970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Osterweis Capital Management's 13F filing for Q1 2023, filed 15 May 2023.