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Buckingham Strategic Wealth’s GE HealthCare GEHC Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$309K Buy
3,961
+31
+0.8% +$2.53K ﹤0.01% 593
2024
Q1 		$357K Buy
3,930
+395
+11% +$32.9K ﹤0.01% 542
2023
Q4 		$273K Buy
3,535
+109
+3% +$7.63K ﹤0.01% 592
2023
Q3 		$233K Buy
3,426
+64
+2% +$4.66K ﹤0.01% 592
2023
Q2 		$273K Buy
+3,362
New +$268K ﹤0.01% 552

Other funds holding GEHC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Buckingham Strategic Wealth's GEHC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its GE HealthCare (GEHC) stake by 0.79% in Q2 2024, buying an estimated $2.53K and bringing the position to 3,961 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Buckingham Strategic Wealth first reported a position in GEHC in Q2 2023 and has held it in 5 quarters since. The position peaked at $357K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold GEHC as of Q2 2024.

  • Buckingham Strategic Wealth held 3,961 shares of GE HealthCare worth $309K as of Q2 2024.
  • Buckingham Strategic Wealth bought 31 GE HealthCare shares in Q2 2024, an estimated $2.53K.
  • GE HealthCare made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #593 holding.
  • Buckingham Strategic Wealth first reported a position in GE HealthCare in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's GE HealthCare position peaked at $357K in Q1 2024.
  • 1,213 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.