Ferris Capital’s HCA Healthcare HCA Stock Holding History

Ferris Capital’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
2019 Q2	–	Sell	-77	Closed	-$10K	–	356
2019 Q1	$10K	Hold	77	–	–	﹤0.01%	463
2018 Q4	$10K	Sell	77 -49	-39%	-$6.58K	﹤0.01%	440
2018 Q3	$18K	Hold	126	–	–	0.01%	383
2018 Q2	$13K	Hold	126	–	–	0.01%	435
2018 Q1	$12K	Buy	+126	New	+$12.2K	﹤0.01%	471
2017 Q3	–	Sell	-183	Closed	-$16K	–	332
2017 Q2	$16K	Buy	+183	New	+$15.5K	0.01%	396

Other funds holding HCA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ferris Capital's HCA Position: Q2 2019 in Review

Ferris Capital sold out of HCA Healthcare (HCA) in Q2 2019, closing a stake of 77 shares — an estimated $10K sold.

Ferris Capital first reported a position in HCA in Q2 2017 and held it in 6 quarters. The position peaked at $18K in Q3 2018. 675 funds tracked by Wall St. Rank hold HCA as of Q2 2019.

Ferris Capital reported no remaining HCA Healthcare position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 77 HCA Healthcare shares in Q2 2019, an estimated $10K.
Ferris Capital first reported a position in HCA Healthcare in Q2 2017 and held it in 6 quarters.
Ferris Capital's HCA Healthcare position peaked at $18K in Q3 2018.
675 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.