Sendero Wealth Management’s HCA Healthcare HCA Stock Holding History

Sendero Wealth 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 Q4	–	Sell	-1,837	Closed	-$452K	–	151
2023 Q3	$452K	Sell	1,837 -6,628	-78%	-$1.81M	0.1%	114
2023 Q2	$2.57M	Sell	8,465 -1,664	-16%	-$463K	0.56%	40
2023 Q1	$2.67M	Buy	10,129 +916	+10%	+$233K	0.82%	25
2022 Q4	$2.21M	Buy	9,213 +2,734	+42%	+$612K	0.79%	21
2022 Q3	$1.19M	Buy	6,479 +393	+6%	+$78.3K	0.5%	32
2022 Q2	$316K	Buy	6,086 +4,494	+282%	+$965K	0.3%	75
2022 Q1	$399K	Hold	1,592	–	–	0.18%	60
2021 Q4	$409K	Buy	+1,592	New	+$390K	0.18%	64

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Sendero Wealth Management's HCA Position: Q4 2023 in Review

Sendero Wealth Management sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 1,837 shares — an estimated $452K sold.

Sendero Wealth Management first reported a position in HCA in Q4 2021 and held it in 8 quarters. The position peaked at $2.67M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Sendero Wealth Management reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Sendero Wealth Management sold 1,837 HCA Healthcare shares in Q4 2023, an estimated $452K.
Sendero Wealth Management first reported a position in HCA Healthcare in Q4 2021 and held it in 8 quarters.
Sendero Wealth Management's HCA Healthcare position peaked at $2.67M in Q1 2023.
1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Sendero Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.