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User

Nathaniel Simons

Meritage Group

Nathaniel Simons HCA Healthcare, Inc stake

total: 301

Meritage Group HCA trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2024 Q3
Held for:
1 quarter
Latest activity:
2024 Q4
According to 2026 Q2 report, Nathaniel Simons doesn't hold any HCA Healthcare, Inc (HCA) shares. To date, the estimated cost basis is nearly $406.43 for "buy" trades and estimated average "sell" price is $406.43. Meritage Group first purchased HCA in 2024 Q3, initially acquiring 370,416 shares. Since the initial investment in HCA Healthcare, Inc (HCA), Meritage Group has made 1 more transaction.

When did Nathaniel Simons sell HCA Healthcare, Inc (HCA)?

Nathaniel Simons sold off the entire HCA Healthcare, Inc (HCA) position in 2024 Q4.

When did Nathaniel Simons buy HCA Healthcare, Inc (HCA)?

Nathaniel Simons first invested in HCA Healthcare, Inc (HCA) in 2024 Q3 at the reported quarter-end price of $406.43 per share.

What's the cost basis of Meritage Group's HCA stake?

The estimated cost basis for HCA Healthcare, Inc (HCA) stake is around $406.43 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$406.43
Weighted AVG sell price:
$406.43

Nathaniel Simons's historical trades in HCA Healthcare, Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q4
0.00%
0
$406.43
-100% (-370,416)
-3.52%
2024 Q3
3.52%
370,416
$406.43
$150,548,175
new
+3.52%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.