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Baystate Wealth Management’s GE HealthCare GEHC Stock Holding History

Baystate Wealth Management’s Portfolio GEHC Stock Details GEHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$41.6K Buy
538
+288
+115% +$20.2K ﹤0.01% 411
2023
Q3 		$17K Sell
250
-1
-0.4% -$73 ﹤0.01% 498
2023
Q2 		$20.4K Buy
251
+46
+22% +$3.67K ﹤0.01% 460
2023
Q1 		$16.8K Buy
+205
New +$14.6K ﹤0.01% 482

Other funds holding GEHC

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Baystate Wealth Management's GEHC Position: Q4 2023 in Review

Baystate Wealth Management increased its GE HealthCare (GEHC) stake by 115% in Q4 2023, buying an estimated $20.2K and bringing the position to 538 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Baystate Wealth Management first reported a position in GEHC in Q1 2023 and has held it in 4 quarters since. 1,186 funds tracked by Wall St. Rank hold GEHC as of Q4 2023.

  • Baystate Wealth Management held 538 shares of GE HealthCare worth $41.6K as of Q4 2023.
  • Baystate Wealth Management bought 288 GE HealthCare shares in Q4 2023, an estimated $20.2K.
  • GE HealthCare made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #411 holding.
  • Baystate Wealth Management first reported a position in GE HealthCare in Q1 2023 and has held it in 4 quarters since.
  • 1,186 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.