Tarbox Family Office’s HCA Healthcare HCA Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-98	Closed	-$25K	–	496
2022 Q1	$25K	Sell	98 -36	-27%	-$9.04K	0.01%	254
2021 Q4	$34K	Hold	134	–	–	0.01%	277
2021 Q3	$33K	Hold	134	–	–	0.01%	297
2021 Q2	$28K	Hold	134	–	–	0.01%	328
2021 Q1	$25K	Hold	134	–	–	﹤0.01%	283
2020 Q4	$22K	Hold	134	–	–	﹤0.01%	290
2020 Q3	$17K	Buy	134 +7	+6%	+$866	﹤0.01%	303
2020 Q2	$12K	Sell	127 -52	-29%	-$5.41K	﹤0.01%	349
2020 Q1	$16K	Buy	179 +1	+0.6%	+$129	0.01%	270
2019 Q4	$26K	Buy	178 +5	+3%	+$671	0.01%	252
2019 Q3	$21K	Hold	173	–	–	0.01%	248
2019 Q2	$23K	Hold	173	–	–	0.01%	235
2019 Q1	$23K	Buy	173 +81	+88%	+$10.9K	0.01%	212
2018 Q4	$11K	Hold	92	–	–	﹤0.01%	285
2018 Q3	$13K	Hold	92	–	–	﹤0.01%	287
2018 Q2	$9K	Hold	92	–	–	﹤0.01%	314
2018 Q1	$9K	Hold	92	–	–	﹤0.01%	325
2017 Q4	$8K	Buy	92 +20	+28%	+$1.61K	﹤0.01%	336
2017 Q3	$6K	Hold	72	–	–	﹤0.01%	370
2017 Q2	$6K	Hold	72	–	–	﹤0.01%	347
2017 Q1	$6K	Hold	72	–	–	﹤0.01%	343
2016 Q4	$5K	Buy	72 +13	+22%	+$974	﹤0.01%	336
2016 Q3	$4K	Buy	59 +3	+5%	+$230	﹤0.01%	356
2016 Q2	$4K	Buy	56 +3	+6%	+$237	﹤0.01%	354
2016 Q1	$4K	Buy	53 +25	+89%	+$1.75K	﹤0.01%	370
2015 Q4	$2K	Buy	28 +20	+250%	+$1.4K	﹤0.01%	407
2015 Q3	$1K	Buy	+8	New	+$708	﹤0.01%	481

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Tarbox Family Office's HCA Position: Q2 2022 in Review

Tarbox Family Office sold out of HCA Healthcare (HCA) in Q2 2022, closing a stake of 98 shares — an estimated $25K sold.

Tarbox Family Office first reported a position in HCA in Q3 2015 and held it in 27 quarters. The position peaked at $34K in Q4 2021. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

Tarbox Family Office reported no remaining HCA Healthcare position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 98 HCA Healthcare shares in Q2 2022, an estimated $25K.
Tarbox Family Office first reported a position in HCA Healthcare in Q3 2015 and held it in 27 quarters.
Tarbox Family Office's HCA Healthcare position peaked at $34K in Q4 2021.
883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.