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Capital Advisors Inc’s GE HealthCare GEHC Stock Holding History

Capital Advisors Inc’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
Q1 		– Sell
-9,815
Closed -$759K – 311
2023
Q4 		$759K Buy
+9,815
New +$687K 0.02% 174

Other funds holding GEHC

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
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 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

Capital Advisors Inc's GEHC Position: Q1 2024 in Review

Capital Advisors Inc sold out of GE HealthCare (GEHC) in Q1 2024, closing a stake of 9,815 shares — an estimated $759K sold.

Capital Advisors Inc first reported a position in GEHC in Q4 2023 and held it in 1 quarter. The position peaked at $759K in Q4 2023. 1,258 funds tracked by Wall St. Rank hold GEHC as of Q1 2024.

  • Capital Advisors Inc reported no remaining GE HealthCare position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 9,815 GE HealthCare shares in Q1 2024, an estimated $759K.
  • Capital Advisors Inc first reported a position in GE HealthCare in Q4 2023 and held it in 1 quarter.
  • Capital Advisors Inc's GE HealthCare position peaked at $759K in Q4 2023.
  • 1,258 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2024.

Based on Capital Advisors Inc's 13F filing for Q1 2024, filed 29 Apr 2024.