Wintrust Investments’s HCA Healthcare HCA Stock Holding History

Wintrust Investments’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
2024 Q4	$111K	Sell	370 -19	-5%	-$6.64K	0.1%	155
2024 Q3	$158K	Sell	389 -3,285	-89%	-$1.2M	0.12%	152
2024 Q2	$1.18M	Buy	3,674 +39	+1%	+$12.7K	0.1%	177
2024 Q1	$1.21M	Buy	3,635 +115	+3%	+$35.1K	0.11%	169
2023 Q4	$953K	Buy	3,520 +770	+28%	+$190K	0.09%	178
2023 Q3	$677K	Buy	2,750 +199	+8%	+$54.5K	0.07%	224
2023 Q2	$774K	Buy	+2,551	New	+$709K	0.08%	206
2021 Q3	–	Sell	-1,950	Closed	-$220K	–	337
2021 Q2	$220K	Buy	+1,950	New	+$397K	0.02%	394

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wintrust Investments's HCA Position: Q4 2024 in Review

Wintrust Investments reduced its HCA Healthcare (HCA) stake by 4.9% in Q4 2024, selling an estimated $6.64K and leaving 370 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #155.

Wintrust Investments first reported a position in HCA in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2024. 1,181 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

Wintrust Investments held 370 shares of HCA Healthcare worth $111K as of Q4 2024.
Wintrust Investments sold 19 HCA Healthcare shares in Q4 2024, an estimated $6.64K.
HCA Healthcare made up 0.1% of Wintrust Investments's portfolio in Q4 2024, its #155 holding.
Wintrust Investments first reported a position in HCA Healthcare in Q2 2021 and has held it in 8 quarters since.
Wintrust Investments's HCA Healthcare position peaked at $1.21M in Q1 2024.
1,181 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.