LK Balanced Fund HCA Holdings History

Number of Shares
2,200.00
Current Holdings Value*
$760,210.00
% of Portfolio
3.74%
Total Estimate Gain
$284,724.00
% of Total Estimate Gain
52.36%

LK Balanced Fund's HCA Healthcare Inc Holding Summary

As of 2025-03-31, Managed Portfolio Series held 2,200.00 shares of HCA Healthcare Inc(HCA), totaling $760,210.00. This investment constitutes 3.74% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding HCA Healthcare Inc(HCA) stock.

The initial trade took place in 2023Q4. And since then LK Balanced Fund has made 1 purchases of HCA, at an average price of $247.16, for a total of 2,200.00 shares. Based on historical transaction data and HCA's current price of $376.58, LK Balanced Fund's estimated gain on his HCA holdings is $284,724.00, reflecting a 52.36% gain to date.

LK Balanced Fund HCA ($376.58) Holding Chart

LK Balanced Fund HCA ($376.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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