COCM
HCA icon

Charter Oak Capital Management’s HCA Healthcare HCA Stock Holding History

Charter Oak Capital 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
Q1 		– Sell
-848
Closed -$218K – 995
2021
Q4 		$218K Sell
848
-38
-4% -$9.3K 0.03% 175
2021
Q3 		$215K Buy
886
+80
+10% +$19.6K 0.03% 166
2021
Q2 		$167K Buy
806
+201
+33% +$41K 0.02% 190
2021
Q1 		$114K Buy
+605
New +$107K 0.02% 222

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charter Oak Capital Management's HCA Position: Q1 2022 in Review

Charter Oak Capital Management sold out of HCA Healthcare (HCA) in Q1 2022, closing a stake of 848 shares — an estimated $218K sold.

Charter Oak Capital Management first reported a position in HCA in Q1 2021 and held it in 4 quarters. The position peaked at $218K in Q4 2021. 968 funds tracked by Wall St. Rank hold HCA as of Q1 2022.

  • Charter Oak Capital Management reported no remaining HCA Healthcare position as of Q1 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 848 HCA Healthcare shares in Q1 2022, an estimated $218K.
  • Charter Oak Capital Management first reported a position in HCA Healthcare in Q1 2021 and held it in 4 quarters.
  • Charter Oak Capital Management's HCA Healthcare position peaked at $218K in Q4 2021.
  • 968 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.