Shepherd Kaplan Krochuk’s HCA Healthcare HCA Stock Holding History

Shepherd Kaplan Krochuk’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
2019 Q2	–	Sell	-8,513	Closed	-$1.11M	–	170
2019 Q1	$1.11M	Hold	8,513	–	–	0.69%	34
2018 Q4	$1.06M	Hold	8,513	–	–	0.73%	32
2018 Q3	$1.18M	Hold	8,513	–	–	0.61%	35
2018 Q2	$873K	Hold	8,513	–	–	0.53%	49
2018 Q1	$826K	Sell	8,513 -920	-10%	-$89.3K	0.5%	51
2017 Q4	$829K	Buy	+9,433	New	+$758K	0.52%	59
2014 Q4	–	Sell	-4,056	Closed	-$286K	–	503
2014 Q3	$286K	Buy	+4,056	New	+$268K	0.04%	321

Other funds holding HCA

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

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

MAM

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

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

Shepherd Kaplan Krochuk's HCA Position: Q2 2019 in Review

Shepherd Kaplan Krochuk sold out of HCA Healthcare (HCA) in Q2 2019, closing a stake of 8,513 shares — an estimated $1.11M sold.

Shepherd Kaplan Krochuk first reported a position in HCA in Q3 2014 and held it in 7 quarters. The position peaked at $1.18M in Q3 2018. 675 funds tracked by Wall St. Rank hold HCA as of Q2 2019.

Shepherd Kaplan Krochuk reported no remaining HCA Healthcare position as of Q2 2019 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 8,513 HCA Healthcare shares in Q2 2019, an estimated $1.11M.
Shepherd Kaplan Krochuk first reported a position in HCA Healthcare in Q3 2014 and held it in 7 quarters.
Shepherd Kaplan Krochuk's HCA Healthcare position peaked at $1.18M in Q3 2018.
675 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2019, filed 12 Aug 2019.