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Ulrich Consultants & Investment Group’s HCA Healthcare HCA Stock Holding History

Ulrich Consultants & Investment 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
Q2 		$1.46M Hold
4,813
– – 3.53% 6
2023
Q1 		$1.27M Hold
4,813
– – 2.65% 9
2022
Q4 		$1.15M Hold
4,813
– – 2.59% 9
2022
Q3 		$885K Sell
4,813
-2
-0% -$398 0.68% 39
2022
Q2 		$809K Buy
+4,815
New +$1.03M 0.44% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ulrich Consultants & Investment Group's HCA Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its HCA Healthcare (HCA) position steady in Q2 2023 at 4,813 shares worth $1.46M. The position accounts for 3.53% of the portfolio, ranked #6.

Ulrich Consultants & Investment Group first reported a position in HCA in Q2 2022 and has held it in 5 quarters since. 1,014 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

  • Ulrich Consultants & Investment Group held 4,813 shares of HCA Healthcare worth $1.46M as of Q2 2023.
  • Ulrich Consultants & Investment Group left its HCA Healthcare share count unchanged in Q2 2023.
  • HCA Healthcare made up 3.53% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #6 holding.
  • Ulrich Consultants & Investment Group first reported a position in HCA Healthcare in Q2 2022 and has held it in 5 quarters since.
  • 1,014 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.