IPG Investment Advisors’s HCA Healthcare HCA Stock Holding History

IPG Investment 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
2020 Q2	–	Sell	-5,066	Closed	-$455K	–	141
2020 Q1	$455K	Buy	5,066 +66	+1%	+$8.54K	0.19%	73
2019 Q4	$739K	Hold	5,000	–	–	0.23%	63
2019 Q3	$602K	Hold	5,000	–	–	0.21%	64
2019 Q2	$676K	Hold	5,000	–	–	0.25%	62
2019 Q1	$652K	Hold	5,000	–	–	0.22%	67
2018 Q4	$622K	Hold	5,000	–	–	0.24%	57
2018 Q3	$696K	Hold	5,000	–	–	0.22%	66
2018 Q2	$513K	Hold	5,000	–	–	0.18%	82
2018 Q1	$485K	Hold	5,000	–	–	0.16%	79
2017 Q4	$439K	Hold	5,000	–	–	0.18%	72
2017 Q3	$398K	Hold	5,000	–	–	0.14%	78
2017 Q2	$436K	Hold	5,000	–	–	0.18%	70
2017 Q1	$445K	Hold	5,000	–	–	0.2%	71
2016 Q4	$370K	Hold	5,000	–	–	0.15%	84
2016 Q3	$378K	Hold	5,000	–	–	0.16%	76
2016 Q2	$385K	Hold	5,000	–	–	0.16%	80
2016 Q1	$390K	Hold	5,000	–	–	0.18%	70
2015 Q4	$340K	Sell	5,000 -50	-1%	-$3.49K	0.16%	79
2015 Q3	$391K	Sell	5,050 -16,350	-76%	-$1.45M	0.18%	81
2015 Q2	$1.94M	Buy	21,400 +15,700	+275%	+$1.26M	0.71%	32
2015 Q1	$429K	Buy	+5,700	New	+$409K	0.16%	76

Other funds holding HCA

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Sanders Capital

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

Geode Capital Management

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