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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peak Asset Management's HCA Position: Q2 2021 in Review

Peak Asset Management sold out of HCA Healthcare (HCA) in Q2 2021, closing a stake of 1,523 shares — an estimated $287K sold.

Peak Asset Management first reported a position in HCA in Q1 2017 and held it in 12 quarters. The position peaked at $836K in Q1 2019. 824 funds tracked by Wall St. Rank hold HCA as of Q2 2021.

Peak Asset Management reported no remaining HCA Healthcare position as of Q2 2021 after selling out during the quarter.
Peak Asset Management sold 1,523 HCA Healthcare shares in Q2 2021, an estimated $287K.
Peak Asset Management first reported a position in HCA Healthcare in Q1 2017 and held it in 12 quarters.
Peak Asset Management's HCA Healthcare position peaked at $836K in Q1 2019.
824 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2021.

Based on Peak Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.