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 $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 $3.38T AUM 44.17% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tompkins Financial's HCA Position: Q1 2023 in Review

Tompkins Financial sold out of HCA Healthcare (HCA) in Q1 2023, closing a stake of 65 shares — an estimated $16K sold.

Tompkins Financial first reported a position in HCA in Q2 2018 and held it in 18 quarters. The position peaked at $71K in Q4 2021. 970 funds tracked by Wall St. Rank hold HCA as of Q1 2023.

Tompkins Financial reported no remaining HCA Healthcare position as of Q1 2023 after selling out during the quarter.
Tompkins Financial sold 65 HCA Healthcare shares in Q1 2023, an estimated $16K.
Tompkins Financial first reported a position in HCA Healthcare in Q2 2018 and held it in 18 quarters.
Tompkins Financial's HCA Healthcare position peaked at $71K in Q4 2021.
970 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2023.

Based on Tompkins Financial's 13F filing for Q1 2023, filed 20 Apr 2023.