Beck Mack & Oliver’s HCA Healthcare HCA Stock Holding History

Beck Mack & Oliver’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
2023 Q3	–	Sell	-1,095	Closed	-$332K	–	171
2023 Q2	$332K	Hold	1,095	–	–	0.01%	141
2023 Q1	$289K	Hold	1,095	–	–	0.01%	148
2022 Q4	$263K	Hold	1,095	–	–	0.01%	155
2022 Q3	$201K	Buy	+1,095	New	+$218K	0.01%	158
2022 Q2	–	Sell	-1,095	Closed	-$274K	–	181
2022 Q1	$274K	Hold	1,095	–	–	0.01%	166
2021 Q4	$281K	Hold	1,095	–	–	0.01%	168
2021 Q3	$266K	Hold	1,095	–	–	0.01%	181
2021 Q2	$226K	Sell	1,095 -260	-19%	-$53K	0.01%	187
2021 Q1	$255K	Hold	1,355	–	–	0.01%	165
2020 Q4	$223K	Buy	+1,355	New	+$198K	0.01%	179
2020 Q1	–	Sell	-1,505	Closed	-$222K	–	198
2019 Q4	$222K	Buy	+1,505	New	+$202K	0.01%	198
2019 Q3	–	Sell	-1,505	Closed	-$203K	–	214
2019 Q2	$203K	Sell	1,505 -3,550	-70%	-$449K	0.01%	204
2019 Q1	$659K	Buy	+5,055	New	+$679K	0.02%	141

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

Sanders Capital

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

Wellington Management Group

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

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

JP Morgan Chase

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

First Eagle Investment Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return