Tompkins Financial’s HCA Healthcare HCA Stock Holding History

Tompkins 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
2023 Q1	–	Sell	-65	Closed	-$16K	–	639
2022 Q4	$16K	Hold	65	–	–	﹤0.01%	433
2022 Q3	$12K	Hold	65	–	–	﹤0.01%	462
2022 Q2	$11K	Hold	65	–	–	﹤0.01%	461
2022 Q1	$16K	Sell	65 -213	-77%	-$53.5K	﹤0.01%	450
2021 Q4	$71K	Hold	278	–	–	0.01%	201
2021 Q3	$67K	Buy	+278	New	+$68K	0.01%	207
2021 Q1	$52K	Hold	278	–	–	0.01%	252
2020 Q4	$46K	Sell	278 -30	-10%	-$4.39K	0.01%	252
2020 Q3	$38K	Hold	308	–	–	0.01%	261
2020 Q2	$30K	Hold	308	–	–	0.01%	267
2020 Q1	$28K	Hold	308	–	–	0.01%	266
2019 Q4	$46K	Hold	308	–	–	0.01%	261
2019 Q3	$37K	Hold	308	–	–	0.01%	244
2019 Q2	$42K	Hold	308	–	–	0.01%	242
2019 Q1	$40K	Hold	308	–	–	0.01%	250
2018 Q4	$38K	Hold	308	–	–	0.01%	249
2018 Q3	$43K	Hold	308	–	–	0.01%	262
2018 Q2	$32K	Buy	+308	New	+$31.2K	0.01%	293

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $75B 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 $1.56T 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