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	–	957
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	–	684
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 $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return