RJT
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Raymond James Trust’s HCA Healthcare HCA Stock Holding History

Raymond James Trust’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
2024
Q3 		$6.06M Sell
14,918
-90
-0.6% -$33K 0.13% 149
2024
Q2 		$4.82M Sell
15,008
-4,970
-25% -$1.61M 0.11% 165
2024
Q1 		$6.66M Sell
19,978
-22
-0.1% -$6.72K 0.16% 125
2023
Q4 		$5.41M Sell
20,000
-4,831
-19% -$1.19M 0.14% 144
2023
Q3 		$6.11M Sell
24,831
-547
-2% -$150K 0.18% 124
2023
Q2 		$7.7M Sell
25,378
-25
-0.1% -$6.95K 0.22% 106
2023
Q1 		$6.7M Buy
25,403
+202
+0.8% +$51.3K 0.21% 103
2022
Q4 		$6.05M Sell
25,201
-125
-0.5% -$28K 0.2% 114
2022
Q3 		$4.66M Buy
25,326
+579
+2% +$115K 0.17% 121
2022
Q2 		$4.16M Buy
24,747
+1,442
+6% +$310K 0.15% 138
2022
Q1 		$5.84M Buy
23,305
+39
+0.2% +$9.79K 0.18% 120
2021
Q4 		$5.98M Buy
23,266
+21,952
+1,671% +$5.37M 0.18% 121
2021
Q3 		$319K Sell
1,314
-4
-0.3% -$978 0.01% 824
2021
Q2 		$272K Buy
1,318
+4
+0.3% +$815 0.01% 896
2021
Q1 		$247K Buy
+1,314
New +$232K 0.01% 915
2017
Q3 		– Sell
-2,531
Closed -$221K – 739
2017
Q2 		$221K Sell
2,531
-920
-27% -$77.8K 0.02% 633
2017
Q1 		$307K Buy
3,451
+716
+26% +$59.7K 0.02% 498
2016
Q4 		$203K Buy
2,735
+59
+2% +$4.42K 0.02% 639
2016
Q3 		$202K Buy
+2,676
New +$205K 0.02% 615
2015
Q4 		– Sell
-2,829
Closed -$219K – 683
2015
Q3 		$219K Sell
2,829
-523
-16% -$46.3K 0.02% 519
2015
Q2 		$304K Buy
+3,352
New +$269K 0.03% 440

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Trust's HCA Position: Q3 2024 in Review

Raymond James Trust reduced its HCA Healthcare (HCA) stake by 0.6% in Q3 2024, selling an estimated $33K and leaving 14,918 shares worth $6.06M. The position accounts for 0.13% of the portfolio, ranked #149.

Raymond James Trust first reported a position in HCA in Q2 2015 and has held it in 21 quarters since. The position peaked at $7.7M in Q2 2023. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Raymond James Trust held 14,918 shares of HCA Healthcare worth $6.06M as of Q3 2024.
  • Raymond James Trust sold 90 HCA Healthcare shares in Q3 2024, an estimated $33K.
  • HCA Healthcare made up 0.13% of Raymond James Trust's portfolio in Q3 2024, its #149 holding.
  • Raymond James Trust first reported a position in HCA Healthcare in Q2 2015 and has held it in 21 quarters since.
  • Raymond James Trust's HCA Healthcare position peaked at $7.7M in Q2 2023.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.