Westwood Management Corporation’s HCA Healthcare HCA Stock Holding History

Westwood Management Corporation’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 Q4	–	Sell	-31,960	Closed	-$7.86M	–	42
2023 Q3	$7.86M	Sell	31,960 -1,350	-4%	-$369K	1.13%	16
2023 Q2	$10.1M	Buy	+33,310	New	+$9.26M	1.3%	15
2018 Q2	–	Sell	-5,600	Closed	-$543K	–	80
2018 Q1	$543K	Buy	+5,600	New	+$543K	0.08%	51
2015 Q4	–	Sell	-63,100	Closed	-$4.88M	–	75
2015 Q3	$4.88M	Buy	63,100 +5,100	+9%	+$452K	0.92%	24
2015 Q2	$5.26M	Buy	+58,000	New	+$4.65M	0.9%	24
2015 Q1	–	Sell	-331,350	Closed	-$24.3M	–	91
2014 Q4	$24.3M	Buy	331,350 +32,200	+11%	+$2.26M	4.19%	10
2014 Q3	$21.1M	Buy	+299,150	New	+$19.8M	3.75%	12

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westwood Management Corporation's HCA Position: Q4 2023 in Review

Westwood Management Corporation sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 31,960 shares — an estimated $7.86M sold.

Westwood Management Corporation first reported a position in HCA in Q3 2014 and held it in 7 quarters. The position peaked at $24.3M in Q4 2014. 1,057 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Westwood Management Corporation reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Westwood Management Corporation sold 31,960 HCA Healthcare shares in Q4 2023, an estimated $7.86M.
Westwood Management Corporation first reported a position in HCA Healthcare in Q3 2014 and held it in 7 quarters.
Westwood Management Corporation's HCA Healthcare position peaked at $24.3M in Q4 2014.
1,057 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.