Bristlecone Advisors’s HCA Healthcare HCA Stock Holding History

Bristlecone Advisors’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
2021 Q1	–	Sell	-2,219	Closed	-$365K	–	208
2020 Q4	$365K	Hold	2,219	–	–	0.06%	161
2020 Q3	$277K	Buy	+2,219	New	+$275K	0.05%	161
2020 Q1	–	Sell	-2,300	Closed	-$340K	–	171
2019 Q4	$340K	Buy	+2,300	New	+$309K	0.07%	163
2019 Q3	–	Sell	-2,154	Closed	-$291K	–	153
2019 Q2	$291K	Buy	+2,154	New	+$272K	0.07%	151
2016 Q4	–	Sell	-5,615	Closed	-$425K	–	157
2016 Q3	$425K	Buy	5,615 +50	+0.9%	+$3.83K	0.15%	116
2016 Q2	$429K	Buy	5,565 +240	+5%	+$18.9K	0.16%	104
2016 Q1	$416K	Sell	5,325 -250	-4%	-$17.5K	0.16%	117
2015 Q4	$377K	Buy	+5,575	New	+$389K	0.16%	122

Other funds holding HCA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Bristlecone Advisors's HCA Position: Q1 2021 in Review

Bristlecone Advisors sold out of HCA Healthcare (HCA) in Q1 2021, closing a stake of 2,219 shares — an estimated $365K sold.

Bristlecone Advisors first reported a position in HCA in Q4 2015 and held it in 8 quarters. The position peaked at $429K in Q2 2016. 786 funds tracked by Wall St. Rank hold HCA as of Q1 2021.

Bristlecone Advisors reported no remaining HCA Healthcare position as of Q1 2021 after selling out during the quarter.
Bristlecone Advisors sold 2,219 HCA Healthcare shares in Q1 2021, an estimated $365K.
Bristlecone Advisors first reported a position in HCA Healthcare in Q4 2015 and held it in 8 quarters.
Bristlecone Advisors's HCA Healthcare position peaked at $429K in Q2 2016.
786 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2021.

Based on Bristlecone Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.