| Q2 2024 |
37 |
$224M |
+$42.6M |
-$97.8M |
-$55.1M |
LLY, NVO, MCK, THC, BSX
|
13F-HR |
7/29/2024, 12:40 PM |
| Q1 2024 |
46 |
$275M |
+$84.7M |
-$72.5M |
+$12.1M |
XBI, LLY, NVO, BSX, TMO
|
13F-HR |
4/30/2024, 08:20 PM |
| Q4 2023 |
39 |
$239M |
+$55M |
-$30.9M |
+$24.1M |
XBI, THC, HCA, UHS, NVO
|
13F-HR |
2/5/2024, 05:29 PM |
| Q3 2023 |
33 |
$198M |
+$29.1M |
-$60M |
-$31M |
HCA, THC, HUM, BSX, NVO
|
13F-HR |
11/6/2023, 07:55 PM |
| Q2 2023 |
42 |
$250M |
+$37.9M |
-$44.9M |
-$6.96M |
XBI, THC, BSX, UHS, LLY
|
13F-HR |
8/9/2023, 09:18 AM |
| Q1 2023 |
40 |
$233M |
+$45.9M |
-$24.6M |
+$21.4M |
XBI, HUM, NVO, THC, UNH
|
13F-HR |
5/5/2023, 05:55 PM |
| Q4 2022 |
39 |
$213M |
+$40.3M |
-$34.6M |
+$5.71M |
XBI, BSX, SYK, HCA, THC
|
13F-HR |
2/8/2023, 08:50 AM |
| Q3 2022 |
41 |
$180M |
+$40.7M |
-$32M |
+$8.72M |
HCA, TMO, BSX, CI, BAX
|
13F-HR |
11/4/2022, 02:53 PM |
| Q2 2022 |
38 |
$176M |
+$21.7M |
-$65.9M |
-$44.2M |
UNH, MCK, HUM, ELV, LLY
|
13F-HR |
8/10/2022, 05:11 PM |
| Q1 2022 |
49 |
$242M |
+$73.6M |
-$56.9M |
+$16.7M |
XBI, BSX, UNH, DHR, HUM
|
13F-HR |
5/9/2022, 10:28 AM |
| Q4 2021 |
45 |
$233M |
+$79.4M |
-$106M |
-$27M |
XBI, UNH, MCK, TMO, DHR
|
13F-HR |
2/7/2022, 07:38 PM |
| Q3 2021 |
32 |
$217M |
+$54.9M |
-$108M |
-$53.3M |
HCA, JNJ, MDT, BSX, BAX
|
13F-HR |
11/10/2021, 06:22 PM |
| Q2 2021 |
48 |
$298M |
+$82.1M |
-$80.3M |
+$1.75M |
XBI, HUM, UNH, UHS, CNC
|
13F-HR |
8/9/2021, 05:36 PM |
| Q1 2021 |
47 |
$274M |
+$94.3M |
-$76.9M |
+$17.4M |
ZBH, THC, A, MDT, BSX
|
13F-HR |
5/12/2021, 10:11 AM |
| Q4 2020 |
38 |
$245M |
+$56.6M |
-$64.6M |
-$8.04M |
JNJ, HCA, REGN, MCK, MDT
|
13F-HR |
2/16/2021, 12:18 PM |
| Q3 2020 |
38 |
$232M |
+$87.4M |
-$109M |
-$22M |
ABT, DHR, JNJ, TMO, HUM
|
13F-HR |
11/13/2020, 08:45 AM |
| Q2 2020 |
35 |
$178M |
$0 |
$0 |
|
DGX, LH, SYK, HCA, HRC
|
13F-HR |
8/14/2020, 07:49 AM |
| Q1 2020 |
16 |
$108M |
$0 |
$0 |
|
BMY, UNH, CNC, HCA, CI
|
13F-HR |
5/15/2020, 09:55 AM |
| Q4 2019 |
49 |
$269M |
+$84.4M |
-$39.6M |
+$44.8M |
HUM, HCA, CNC, BMY, ELV
|
13F-HR |
2/13/2020, 05:00 PM |
| Q3 2019 |
44 |
$198M |
+$36.1M |
-$85.6M |
-$49.5M |
BSX, UHS, HUM, HCA, MRK
|
13F-HR |
11/12/2019, 08:25 AM |
| Q2 2019 |
59 |
$252M |
+$62.7M |
-$86.3M |
-$23.7M |
HUM, BSX, BDX, UNH, DHR
|
13F-HR |
8/14/2019, 11:56 AM |
| Q1 2019 |
58 |
$271M |
+$105M |
-$37.2M |
+$68.2M |
WCG, LLY, BSX, BAX, ABT
|
13F-HR |
5/8/2019, 03:31 PM |
| Q4 2018 |
48 |
$186M |
+$38M |
-$102M |
-$63.8M |
ABT, BSX, WCG, CI, MRK
|
13F-HR |
2/12/2019, 07:59 AM |
| Q3 2018 |
60 |
$279M |
+$64.5M |
-$76.4M |
-$11.9M |
WCG, BSX, BMY, HUM, MRK
|
13F-HR |
11/13/2018, 09:19 AM |
| Q2 2018 |
61 |
$260M |
+$94.9M |
-$66.5M |
+$28.4M |
BSX, SYK, WCG, BMY, HUM
|
13F-HR |
8/6/2018, 04:34 PM |
| Q1 2018 |
58 |
$214M |
+$45.9M |
-$102M |
-$56.5M |
ABT, HUM, UNH, ABBV, CNC
|
13F-HR |
5/8/2018, 10:55 AM |
| Q4 2017 |
66 |
$269M |
+$84.1M |
-$112M |
-$28.2M |
UNH, MOH, HCA, CNC, WCG
|
13F-HR |
2/8/2018, 07:35 AM |
| Q3 2017 |
70 |
$293M |
+$80.8M |
-$75.4M |
+$5.45M |
UNH, AET, HUM, TMO, ABBV
|
13F-HR |
11/8/2017, 03:16 PM |
| Q2 2017 |
67 |
$273M |
+$85.7M |
-$48.4M |
+$37.2M |
ALXN, UNH, JNJ, HUM, CELG
|
13F-HR |
8/11/2017, 07:00 AM |
| Q1 2017 |
59 |
$215M |
+$64.9M |
-$76.1M |
-$11.2M |
WCG, UNH, ELV, HUM, CI
|
13F-HR |
5/10/2017, 06:54 PM |
| Q4 2016 |
54 |
$210M |
+$83.1M |
-$66.4M |
+$16.7M |
IBB, HUM, CELG, AET, AZN
|
13F-HR |
2/13/2017, 10:56 AM |
| Q3 2016 |
48 |
$198M |
+$68.4M |
-$79.8M |
-$11.4M |
LLY, ZBH, HUM, CELG, AMGN
|
13F-HR |
11/14/2016, 09:24 AM |
| Q2 2016 |
56 |
$201M |
+$64M |
-$97.7M |
-$33.7M |
ZBH, BSX, CNC, UHS, SYK
|
13F-HR |
8/5/2016, 11:28 AM |
| Q1 2016 |
58 |
$226M |
+$85.8M |
-$60.5M |
+$25.3M |
AET, HCA, UNH, UHS, MCK
|
13F-HR |
5/6/2016, 09:28 AM |
| Q4 2015 |
60 |
$211M |
+$60.1M |
-$66.7M |
-$6.65M |
HCA, UHS, CAH, AMGN, TEVA
|
13F-HR |
2/5/2016, 01:06 PM |
| Q3 2015 |
57 |
$206M |
+$37.4M |
-$82.7M |
-$45.3M |
CI, HNT, HUM, AET, MCK
|
13F-HR |
11/4/2015, 10:57 AM |
| Q2 2015 |
69 |
$288M |
+$70M |
-$88.7M |
-$18.7M |
HUM, CYH, THC, HCA, BIIB
|
13F-HR |
7/6/2015, 04:57 PM |
| Q1 2015 |
74 |
$293M |
+$82.6M |
-$56.1M |
+$26.5M |
HUM, GILD, B108PS, MCK, CYH
|
13F-HR |
4/1/2015, 05:19 PM |
| Q4 2014 |
63 |
$247M |
+$70M |
-$62.4M |
+$7.53M |
HCA, UHS, BIIB, CELG, MCK
|
13F-HR |
1/7/2015, 08:49 AM |
| Q3 2014 |
63 |
$219M |
+$57M |
-$43.9M |
+$13.2M |
HCA, UHS, CYH, THC, B108PS
|
13F-HR |
10/3/2014, 10:52 AM |
| Q2 2014 |
66 |
$195M |
+$60.9M |
-$35.1M |
+$25.8M |
CYH, THC, UHS, HCA, MCK
|
13F-HR |
7/3/2014, 11:40 AM |
| Q1 2014 |
66 |
$160M |
+$51.1M |
-$39.4M |
+$11.7M |
CYH, UHS, THC, HCA, LPNT
|
13F-HR |
4/10/2014, 10:27 AM |
| Q4 2013 |
57 |
$141M |
$0 |
$0 |
|
HCA, CNC, UHS, LPNT, CYH
|
13F-HR |
1/10/2014, 03:49 PM |