Baystate Wealth Management’s HCA Healthcare HCA Stock Holding History

Baystate Wealth Management’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
2022 Q2	–	Sell	-502	Closed	-$126K	–	921
2022 Q1	$126K	Sell	502 -499	-50%	-$125K	0.01%	220
2021 Q4	$257K	Buy	+1,001	New	+$245K	0.02%	161
2019 Q1	–	Sell	-35	Closed	-$5K	–	683
2018 Q4	$5K	Buy	35 +8	+30%	+$1.07K	﹤0.01%	439
2018 Q3	$4K	Hold	27	–	–	﹤0.01%	456
2018 Q2	$3K	Hold	27	–	–	﹤0.01%	503
2018 Q1	$3K	Hold	27	–	–	﹤0.01%	469
2017 Q4	$3K	Hold	27	–	–	﹤0.01%	469
2017 Q3	$2K	Hold	27	–	–	﹤0.01%	487
2017 Q2	$2K	Hold	27	–	–	﹤0.01%	493
2017 Q1	$2K	Hold	27	–	–	﹤0.01%	462
2016 Q4	$2K	Buy	+27	New	+$2.02K	﹤0.01%	400

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Baystate Wealth Management's HCA Position: Q2 2022 in Review

Baystate Wealth Management sold out of HCA Healthcare (HCA) in Q2 2022, closing a stake of 502 shares — an estimated $126K sold.

Baystate Wealth Management first reported a position in HCA in Q4 2016 and held it in 11 quarters. The position peaked at $257K in Q4 2021. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

Baystate Wealth Management reported no remaining HCA Healthcare position as of Q2 2022 after selling out during the quarter.
Baystate Wealth Management sold 502 HCA Healthcare shares in Q2 2022, an estimated $126K.
Baystate Wealth Management first reported a position in HCA Healthcare in Q4 2016 and held it in 11 quarters.
Baystate Wealth Management's HCA Healthcare position peaked at $257K in Q4 2021.
883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.