Peak Asset Management’s HCA Healthcare HCA Stock Holding History

Peak Asset 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
2021 Q2	–	Sell	-1,523	Closed	-$287K	–	146
2021 Q1	$287K	Hold	1,523	–	–	0.07%	126
2020 Q4	$250K	Sell	1,523 -440	-22%	-$64.3K	0.07%	128
2020 Q3	$245K	Sell	1,963 -340	-15%	-$42.1K	0.07%	116
2020 Q2	$224K	Hold	2,303	–	–	0.07%	112
2020 Q1	$207K	Sell	2,303 -1,997	-46%	-$259K	0.08%	104
2019 Q4	$636K	Sell	4,300 -400	-9%	-$53.7K	0.19%	68
2019 Q3	$566K	Hold	4,700	–	–	0.19%	70
2019 Q2	$635K	Sell	4,700 -1,710	-27%	-$216K	0.21%	69
2019 Q1	$836K	Hold	6,410	–	–	0.28%	61
2018 Q4	$798K	Buy	6,410 +4,887	+321%	+$656K	0.3%	61
2018 Q3	$212K	Buy	+1,523	New	+$190K	0.07%	121
2017 Q2	–	Sell	-2,264	Closed	-$201K	–	148
2017 Q1	$201K	Buy	+2,264	New	+$189K	0.08%	143

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 $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

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