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Steward Financial Group’s HCA Healthcare HCA Stock Holding History

Steward Financial 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 		$7K Buy
+30
New +$8.21K ﹤0.01% 495
2023
Q2 		– Sell
-37
Closed -$9K – 698
2023
Q1 		$9K Buy
37
+14
+61% +$3.56K ﹤0.01% 208
2022
Q4 		$5K Buy
+23
New +$5.15K ﹤0.01% 200
2022
Q3 		– Sell
-25
Closed -$4K – 611
2022
Q2 		$4K Buy
+25
New +$5.37K ﹤0.01% 385

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Financial Group's HCA Position: Q3 2023 in Review

Steward Financial Group opened a new position in HCA Healthcare (HCA) in Q3 2023: 30 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HCA as recently as Q1 2023.

Steward Financial Group first reported a position in HCA in Q2 2022 and has held it in 4 quarters since. The position peaked at $9K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

  • Steward Financial Group held 30 shares of HCA Healthcare worth $7K as of Q3 2023.
  • HCA Healthcare was a new Steward Financial Group position in Q3 2023.
  • HCA Healthcare made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #495 holding.
  • Steward Financial Group first reported a position in HCA Healthcare in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's HCA Healthcare position peaked at $9K in Q1 2023.
  • 1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.