Oxbow Advisors’s HCA Healthcare HCA Stock Holding History

Oxbow 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
2021 Q2	–	Sell	-1,350	Closed	-$254K	–	295
2021 Q1	$254K	Sell	1,350 -5	-0.4%	-$882	0.03%	249
2020 Q4	$223K	Buy	+1,355	New	+$198K	0.03%	237
2020 Q1	–	Sell	-12,441	Closed	-$1.84M	–	297
2019 Q4	$1.84M	Sell	12,441 -341	-3%	-$45.8K	0.21%	104
2019 Q3	$1.54M	Sell	12,782 -151	-1%	-$19.5K	0.2%	107
2019 Q2	$1.75M	Sell	12,933 -1,245	-9%	-$157K	0.21%	108
2019 Q1	$1.85M	Sell	14,178 -217	-2%	-$29.1K	0.22%	102
2018 Q4	$1.79M	Sell	14,395 -15,943	-53%	-$2.14M	0.24%	93
2018 Q3	$4.22M	Sell	30,338 -515	-2%	-$64.1K	0.51%	58
2018 Q2	$3.17M	Buy	30,853 +6,160	+25%	+$623K	0.4%	73
2018 Q1	$2.4M	Sell	24,693 -407	-2%	-$39.5K	0.49%	61
2017 Q4	$2.21M	Sell	25,100 -1,134	-4%	-$91.1K	0.41%	73
2017 Q3	$2.09M	Sell	26,234 -1,607	-6%	-$129K	0.4%	75
2017 Q2	$2.43M	Buy	27,841 +9,551	+52%	+$808K	0.43%	72
2017 Q1	$1.63M	Buy	+18,290	New	+$1.53M	0.26%	97

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return