Ergoteles’s HCA Healthcare HCA Stock Holding History

Ergoteles’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 Q1	–	Sell	-2,891	Closed	-$694K	–	1449
2022 Q4	$694K	Sell	2,891 -50,312	-95%	-$11.3M	0.03%	586
2022 Q3	$9.78M	Sell	53,203 -14,358	-21%	-$2.86M	0.34%	46
2022 Q2	$11.4M	Buy	+67,561	New	+$14.5M	0.34%	75
2022 Q1	–	Sell	-104,346	Closed	-$26.8M	–	1382
2021 Q4	$26.8M	Sell	104,346 -11,426	-10%	-$2.8M	1.04%	14
2021 Q3	$28.1M	Buy	+115,772	New	+$28.3M	1.03%	12
2021 Q1	–	Sell	-4,170	Closed	-$686K	–	907
2020 Q4	$686K	Sell	4,170 -230	-5%	-$33.6K	0.02%	401
2020 Q3	$549K	Buy	+4,400	New	+$545K	0.07%	219

Other funds holding HCA

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

BlackRock New York $5.72T 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

T. Rowe Price Associates

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

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

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