Syntax Advisors’s HCA Healthcare HCA Stock Holding History

Syntax Advisors’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	$296K	Sell	1,203 -1	-0.1%	-$274	0.26%	86
2023 Q2	$365K	Sell	1,204 -170	-12%	-$47.3K	0.29%	56
2023 Q1	$362K	Sell	1,374 -66	-5%	-$16.8K	0.27%	71
2022 Q4	$346K	Sell	1,440 -220	-13%	-$49.3K	0.29%	64
2022 Q3	$305K	Sell	1,660 -74	-4%	-$14.7K	0.26%	75
2022 Q2	$291K	Buy	1,734 +515	+42%	+$111K	0.24%	85
2022 Q1	$306K	Sell	1,219 -295	-19%	-$74.1K	0.26%	91
2021 Q4	$389K	Buy	+1,514	New	+$370K	0.29%	63

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

Syntax Advisors's HCA Position: Q3 2023 in Review

Syntax Advisors reduced its HCA Healthcare (HCA) stake by 0.08% in Q3 2023, selling an estimated $274 and leaving 1,203 shares worth $296K. The position accounts for 0.26% of the portfolio, ranked #86.

Syntax Advisors first reported a position in HCA in Q4 2021 and has held it in 8 quarters since. The position peaked at $389K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

Syntax Advisors held 1,203 shares of HCA Healthcare worth $296K as of Q3 2023.
Syntax Advisors sold 1 HCA Healthcare share in Q3 2023, an estimated $274.
HCA Healthcare made up 0.26% of Syntax Advisors's portfolio in Q3 2023, its #86 holding.
Syntax Advisors first reported a position in HCA Healthcare in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's HCA Healthcare position peaked at $389K in Q4 2021.
1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.