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CapWealth Advisors’s GE HealthCare GEHC Stock Holding History

CapWealth Advisors’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
-57,306
Closed -$4.43M – 101
2023
Q4 		$4.43M Sell
57,306
-427
-0.7% -$29.9K 0.54% 45
2023
Q3 		$3.93M Sell
57,733
-590
-1% -$42.9K 0.5% 50
2023
Q2 		$4.74M Buy
58,323
+5,461
+10% +$436K 0.58% 49
2023
Q1 		$4.34M Buy
+52,862
New +$3.77M 0.54% 52

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

CapWealth Advisors's GEHC Position: Q1 2024 in Review

CapWealth Advisors sold out of GE HealthCare (GEHC) in Q1 2024, closing a stake of 57,306 shares — an estimated $4.43M sold.

CapWealth Advisors first reported a position in GEHC in Q1 2023 and held it in 4 quarters. The position peaked at $4.74M in Q2 2023. 1,258 funds tracked by Wall St. Rank hold GEHC as of Q1 2024.

  • CapWealth Advisors reported no remaining GE HealthCare position as of Q1 2024 after selling out during the quarter.
  • CapWealth Advisors sold 57,306 GE HealthCare shares in Q1 2024, an estimated $4.43M.
  • CapWealth Advisors first reported a position in GE HealthCare in Q1 2023 and held it in 4 quarters.
  • CapWealth Advisors's GE HealthCare position peaked at $4.74M in Q2 2023.
  • 1,258 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2024.

Based on CapWealth Advisors's 13F filing for Q1 2024, filed 3 May 2024.