Sun Life Financial’s HCA Healthcare HCA Stock Holding History

Sun Life Financial’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	-156	Closed	-$29K	–	258
2021 Q1	$29K	Hold	156	–	–	﹤0.01%	219
2020 Q4	$26K	Sell	156 -3	-2%	-$439	﹤0.01%	219
2020 Q3	$20K	Sell	159 -1	-0.6%	-$124	﹤0.01%	237
2020 Q2	$16K	Buy	160 +5	+3%	+$520	﹤0.01%	236
2020 Q1	$14K	Hold	155	–	–	﹤0.01%	216
2019 Q4	$23K	Sell	155 -65	-30%	-$8.73K	0.01%	207
2019 Q3	$26K	Buy	220 +3	+1%	+$388	0.01%	365
2019 Q2	$29K	Sell	217 -237	-52%	-$30K	0.01%	348
2019 Q1	$59K	Sell	454 -290	-39%	-$39K	0.01%	336
2018 Q4	$93K	Buy	744 +1	+0.1%	+$134	0.02%	300
2018 Q3	$103K	Sell	743 -14	-2%	-$1.74K	0.02%	325
2018 Q2	$78K	Buy	757 +633	+510%	+$64K	0.01%	358
2018 Q1	$1.28K	Sell	124 -498	-80%	-$48.3K	0.01%	282
2017 Q4	$55K	Sell	622 -1,509	-71%	-$121K	0.01%	257
2017 Q3	$170K	Buy	2,131 +53	+3%	+$4.26K	0.02%	254
2017 Q2	$181K	Buy	2,078 +2,064	+14,743%	+$175K	0.02%	247
2017 Q1	$156	Buy	14 +2	+17%	+$167	﹤0.01%	317
2016 Q4	$157	Buy	+12	New	+$899	﹤0.01%	266

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