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Spartan Planning & Wealth Management’s HCA Healthcare HCA Stock Holding History

Spartan Planning & 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
2022
Q4 		$156K Buy
650
+635
+4,233% +$142K 0.19% 70
2022
Q3 		$3K Hold
15
– – ﹤0.01% 63
2022
Q2 		$3K Sell
15
-731
-98% -$157K ﹤0.01% 78
2022
Q1 		$187K Buy
+746
New +$187K 0.23% 56

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spartan Planning & Wealth Management's HCA Position: Q4 2022 in Review

Spartan Planning & Wealth Management increased its HCA Healthcare (HCA) stake by 4,233% in Q4 2022, buying an estimated $142K and bringing the position to 650 shares worth $156K. The position accounts for 0.19% of the portfolio, ranked #70.

Spartan Planning & Wealth Management first reported a position in HCA in Q1 2022 and has held it in 4 quarters since. The position peaked at $187K in Q1 2022. 961 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

  • Spartan Planning & Wealth Management held 650 shares of HCA Healthcare worth $156K as of Q4 2022.
  • Spartan Planning & Wealth Management bought 635 HCA Healthcare shares in Q4 2022, an estimated $142K.
  • HCA Healthcare made up 0.19% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #70 holding.
  • Spartan Planning & Wealth Management first reported a position in HCA Healthcare in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's HCA Healthcare position peaked at $187K in Q1 2022.
  • 961 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.