First Trust Direct Indexing’s GE HealthCare GEHC Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-7,122	Closed	-$668K	–	357
2024 Q3	$668K	Sell	7,122 -1,109	-13%	-$93.1K	0.04%	459
2024 Q2	$641K	Sell	8,231 -1,673	-17%	-$136K	0.04%	434
2024 Q1	$900K	Buy	9,904 +1,230	+14%	+$102K	0.07%	319
2023 Q4	$671K	Buy	8,674 +1,353	+18%	+$94.8K	0.06%	363
2023 Q3	$498K	Sell	7,321 -7,888	-52%	-$574K	0.06%	400
2023 Q2	$1.24M	Buy	15,209 +1,502	+11%	+$120K	0.14%	166
2023 Q1	$1.12M	Buy	+13,707	New	+$979K	0.13%	180

Other funds holding GEHC

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Trust Direct Indexing's GEHC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of GE HealthCare (GEHC) in Q4 2024, closing a stake of 7,122 shares — an estimated $668K sold.

First Trust Direct Indexing first reported a position in GEHC in Q1 2023 and held it in 7 quarters. The position peaked at $1.24M in Q2 2023. 1,327 funds tracked by Wall St. Rank hold GEHC as of Q4 2024.

First Trust Direct Indexing reported no remaining GE HealthCare position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 7,122 GE HealthCare shares in Q4 2024, an estimated $668K.
First Trust Direct Indexing first reported a position in GE HealthCare in Q1 2023 and held it in 7 quarters.
First Trust Direct Indexing's GE HealthCare position peaked at $1.24M in Q2 2023.
1,327 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.