Phocas Financial Corp’s HCA Healthcare HCA Stock Holding History

Phocas Financial Corp’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
2023 Q1	–	Sell	-40	Closed	-$9.6K	–	238
2022 Q4	$9.6K	Buy	+40	New	+$8.96K	﹤0.01%	302
2019 Q1	–	Sell	-40	Closed	-$5K	–	252
2018 Q4	$5K	Buy	+40	New	+$5.37K	﹤0.01%	310
2017 Q2	–	Sell	-6,860	Closed	-$610K	–	219
2017 Q1	$610K	Sell	6,860 -35,315	-84%	-$2.94M	0.06%	179
2016 Q4	$3.12M	Buy	42,175 +921	+2%	+$69K	0.21%	167
2016 Q3	$3.12M	Sell	41,254 -8,093	-16%	-$620K	0.22%	179
2016 Q2	$3.8M	Buy	49,347 +2,663	+6%	+$210K	0.28%	165
2016 Q1	$3.64M	Sell	46,684 -4,853	-9%	-$339K	0.28%	170
2015 Q4	$3.48M	Buy	51,537 +82	+0.2%	+$5.72K	0.27%	166
2015 Q3	$3.98M	Sell	51,455 -2,489	-5%	-$220K	0.34%	146
2015 Q2	$4.89M	Sell	53,944 -9,610	-15%	-$770K	0.4%	122
2015 Q1	$4.78M	Sell	63,554 -2,749	-4%	-$197K	0.38%	127
2014 Q4	$4.87M	Sell	66,303 -2,233	-3%	-$157K	0.42%	114
2014 Q3	$4.83M	Buy	+68,536	New	+$4.53M	0.43%	109

Other funds holding HCA

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return