ProVise Management Group’s HCA Healthcare HCA Stock Holding History

ProVise Management Group’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	–	Sell	-817	Closed	-$248K	–	347
2023 Q2	$248K	Sell	817 -483	-37%	-$134K	0.02%	304
2023 Q1	$343K	Hold	1,300	–	–	0.03%	265
2022 Q4	$312K	Hold	1,300	–	–	0.03%	253
2022 Q3	$239K	Buy	+1,300	New	+$259K	0.03%	270
2022 Q2	–	Sell	-1,165	Closed	-$292K	–	338
2022 Q1	$292K	Hold	1,165	–	–	0.03%	290
2021 Q4	$299K	Hold	1,165	–	–	0.03%	306
2021 Q3	$283K	Hold	1,165	–	–	0.03%	300
2021 Q2	$241K	Hold	1,165	–	–	0.02%	336
2021 Q1	$219K	Buy	+1,165	New	+$205K	0.02%	324
2019 Q3	–	Sell	-1,615	Closed	-$218K	–	316
2019 Q2	$218K	Hold	1,615	–	–	0.03%	283
2019 Q1	$211K	Sell	1,615 -695	-30%	-$93.3K	0.03%	283
2018 Q4	$287K	Buy	+2,310	New	+$310K	0.05%	234

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

ProVise Management Group's HCA Position: Q3 2023 in Review

ProVise Management Group sold out of HCA Healthcare (HCA) in Q3 2023, closing a stake of 817 shares — an estimated $248K sold.

ProVise Management Group first reported a position in HCA in Q4 2018 and held it in 12 quarters. The position peaked at $343K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

ProVise Management Group reported no remaining HCA Healthcare position as of Q3 2023 after selling out during the quarter.
ProVise Management Group sold 817 HCA Healthcare shares in Q3 2023, an estimated $248K.
ProVise Management Group first reported a position in HCA Healthcare in Q4 2018 and held it in 12 quarters.
ProVise Management Group's HCA Healthcare position peaked at $343K in Q1 2023.
1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on ProVise Management Group's 13F filing for Q3 2023, filed 8 Nov 2023.