Marsico Capital Management’s HCA Healthcare HCA Stock Holding History

Marsico 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
2017 Q2	–	Sell	-83,120	Closed	-$7.4M	–	105
2017 Q1	$7.4M	Sell	83,120 -15,039	-15%	-$1.25M	0.32%	45
2016 Q4	$7.27M	Buy	+98,159	New	+$7.35M	0.32%	44
2015 Q4	–	Sell	-3,299,884	Closed	-$255M	–	92
2015 Q3	$255M	Sell	3,299,884 -614,583	-16%	-$54.4M	2.66%	16
2015 Q2	$355M	Sell	3,914,467 -17,755	-0.5%	-$1.42M	3.14%	8
2015 Q1	$296M	Sell	3,932,222 -984,380	-20%	-$70.7M	2.5%	13
2014 Q4	$361M	Buy	4,916,602 +1,107,147	+29%	+$77.8M	2.9%	15
2014 Q3	$269M	Buy	+3,809,455	New	+$252M	2.1%	20

Other funds holding HCA

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

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

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

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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

Marsico Capital Management's HCA Position: Q2 2017 in Review

Marsico Capital Management sold out of HCA Healthcare (HCA) in Q2 2017, closing a stake of 83,120 shares — an estimated $7.4M sold.

Marsico Capital Management first reported a position in HCA in Q3 2014 and held it in 7 quarters. The position peaked at $361M in Q4 2014. 570 funds tracked by Wall St. Rank hold HCA as of Q2 2017.

Marsico Capital Management reported no remaining HCA Healthcare position as of Q2 2017 after selling out during the quarter.
Marsico Capital Management sold 83,120 HCA Healthcare shares in Q2 2017, an estimated $7.4M.
Marsico Capital Management first reported a position in HCA Healthcare in Q3 2014 and held it in 7 quarters.
Marsico Capital Management's HCA Healthcare position peaked at $361M in Q4 2014.
570 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2017.

Based on Marsico Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.