Pathstone Family Office’s HCA Healthcare HCA Stock Holding History

Pathstone Family Office’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 Q3	$1.61M	Buy	6,520 +4,648	+248%	+$1.27M	0.01%	523
2023 Q2	$717K	Sell	1,872 -54	-3%	-$15K	0.01%	599
2023 Q1	$511K	Sell	1,926 -12,312	-86%	-$3.13M	0.01%	687
2022 Q4	$2.27M	Buy	14,238 +5,880	+70%	+$1.32M	0.02%	471
2022 Q3	$1.54M	Buy	+8,358	New	+$1.67M	0.01%	536
2022 Q2	–	Sell	-1,313	Closed	-$333K	–	1095
2022 Q1	$333K	Buy	1,313 +103	+9%	+$25.9K	0.01%	706
2021 Q4	$312K	Buy	1,210 +377	+45%	+$92.3K	0.01%	698
2021 Q3	$202K	Buy	+833	New	+$204K	0.01%	816
2021 Q1	–	Sell	-275	Closed	-$46K	–	950
2020 Q4	$46K	Buy	275 +1	+0.4%	+$146	﹤0.01%	529
2020 Q3	$34K	Buy	+274	New	+$33.9K	﹤0.01%	408
2017 Q2	–	Sell	-5	Closed	–	–	493
2017 Q1	$0	Buy	+5	New	+$417	﹤0.01%	593

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Pathstone Family Office's HCA Position: Q3 2023 in Review

Pathstone Family Office increased its HCA Healthcare (HCA) stake by 248% in Q3 2023, buying an estimated $1.27M and bringing the position to 6,520 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #523.

Pathstone Family Office first reported a position in HCA in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.27M in Q4 2022. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

Pathstone Family Office held 6,520 shares of HCA Healthcare worth $1.61M as of Q3 2023.
Pathstone Family Office bought 4,648 HCA Healthcare shares in Q3 2023, an estimated $1.27M.
HCA Healthcare made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #523 holding.
Pathstone Family Office first reported a position in HCA Healthcare in Q1 2017 and has held it in 11 quarters since.
Pathstone Family Office's HCA Healthcare position peaked at $2.27M in Q4 2022.
1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.