Number of Shares
116,334.00
Current Holdings Value*
$35.63 Mil
% of Portfolio
3.25%
Total Estimate Gain
$10.22 Mil
% of Total Estimate Gain
20.57%

Lyrical U.S. Value Equity Fund's HCA Healthcare Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held 116,334.00 shares of HCA Healthcare Inc(HCA), totaling $35.63 Mil. This investment constitutes 3.25% of their stock portfolio, and Ultimus Managers Trust now holds 0.05% of the outstanding HCA Healthcare Inc(HCA) stock.

The initial trade took place in 2021Q4. And since then Lyrical U.S. Value Equity Fund has made 9 purchases of HCA, at an average price of $271.93, for a total of 182,700.00 shares. In addition, there have been 5 sales at an average price of $269.59 for 66,366.00 shares. Based on historical transaction data and HCA's current price of $361.12, Lyrical U.S. Value Equity Fund's estimated gain on his HCA holdings is $10.22 Mil, reflecting a 20.57% gain to date.

Lyrical U.S. Value Equity Fund HCA ($361.12) Holding Chart

Lyrical U.S. Value Equity Fund HCA ($361.12) 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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