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Phocas Financial Corp’s HCA Healthcare HCA Stock Holding History

Phocas Financial Corp’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
-40
Closed -$9.6K – 238
2022
Q4 		$9.6K Buy
+40
New +$8.96K ﹤0.01% 302
2019
Q1 		– Sell
-40
Closed -$5K – 245
2018
Q4 		$5K Buy
+40
New +$5.37K ﹤0.01% 310
2017
Q2 		– Sell
-6,860
Closed -$610K – 219
2017
Q1 		$610K Sell
6,860
-35,315
-84% -$2.94M 0.06% 179
2016
Q4 		$3.12M Buy
42,175
+921
+2% +$69K 0.21% 167
2016
Q3 		$3.12M Sell
41,254
-8,093
-16% -$620K 0.22% 179
2016
Q2 		$3.8M Buy
49,347
+2,663
+6% +$210K 0.28% 165
2016
Q1 		$3.64M Sell
46,684
-4,853
-9% -$339K 0.28% 170
2015
Q4 		$3.48M Buy
51,537
+82
+0.2% +$5.72K 0.27% 166
2015
Q3 		$3.98M Sell
51,455
-2,489
-5% -$220K 0.34% 146
2015
Q2 		$4.89M Sell
53,944
-9,610
-15% -$770K 0.4% 122
2015
Q1 		$4.78M Sell
63,554
-2,749
-4% -$197K 0.38% 127
2014
Q4 		$4.87M Sell
66,303
-2,233
-3% -$157K 0.42% 114
2014
Q3 		$4.83M Buy
+68,536
New +$4.53M 0.43% 109

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phocas Financial Corp's HCA Position: Q1 2023 in Review

Phocas Financial Corp sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 40 shares — an estimated $9.6K sold.

Phocas Financial Corp first reported a position in HCA in Q3 2014 and held it in 13 quarters. The position peaked at $4.89M in Q2 2015. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

  • Phocas Financial Corp reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 40 HCA Healthcare shares in Q1 2023, an estimated $9.6K.
  • Phocas Financial Corp first reported a position in HCA Healthcare in Q3 2014 and held it in 13 quarters.
  • Phocas Financial Corp's HCA Healthcare position peaked at $4.89M in Q2 2015.
  • 970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.