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Wakefield Asset Management’s HCA Healthcare HCA Stock Holding History

Wakefield Asset 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 		– Sell
-1,695
Closed -$312K – 164
2022
Q3 		$312K Buy
+1,695
New +$338K 0.14% 139
2022
Q2 		– Sell
-11,673
Closed -$2.92M – 189
2022
Q1 		$2.92M Sell
11,673
-349
-3% -$87.6K 1.05% 29
2021
Q4 		$3.09M Buy
12,022
+4
+0% +$979 1.07% 26
2021
Q3 		$2.92M Buy
12,018
+289
+2% +$70.7K 1.1% 23
2021
Q2 		$2.42M Buy
+11,729
New +$2.39M 0.92% 40

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wakefield Asset Management's HCA Position: Q4 2022 in Review

Wakefield Asset Management sold out of HCA Healthcare (HCA) in Q4 2022, closing a stake of 1,695 shares — an estimated $312K sold.

Wakefield Asset Management first reported a position in HCA in Q2 2021 and held it in 5 quarters. The position peaked at $3.09M in Q4 2021. 960 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

  • Wakefield Asset Management reported no remaining HCA Healthcare position as of Q4 2022 after selling out during the quarter.
  • Wakefield Asset Management sold 1,695 HCA Healthcare shares in Q4 2022, an estimated $312K.
  • Wakefield Asset Management first reported a position in HCA Healthcare in Q2 2021 and held it in 5 quarters.
  • Wakefield Asset Management's HCA Healthcare position peaked at $3.09M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on Wakefield Asset Management's 13F filing for Q4 2022, filed 30 Jan 2023.