GW
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GW & Wade’s GE HealthCare GEHC Stock Holding History

GW & Wade’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 		$223K Sell
2,886
-519
-15% -$36.3K 0.01% 381
2023
Q3 		$232K Buy
3,405
+357
+12% +$26K 0.01% 360
2023
Q2 		$248K Sell
3,048
-344
-10% -$27.5K 0.01% 347
2023
Q1 		$278K Buy
+3,392
New +$242K 0.01% 325

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

GW & Wade's GEHC Position: Q4 2023 in Review

GW & Wade reduced its GE HealthCare (GEHC) stake by 15% in Q4 2023, selling an estimated $36.3K and leaving 2,886 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #381.

GW & Wade first reported a position in GEHC in Q1 2023 and has held it in 4 quarters since. The position peaked at $278K in Q1 2023. 1,187 funds tracked by Wall St. Rank hold GEHC as of Q4 2023.

  • GW & Wade held 2,886 shares of GE HealthCare worth $223K as of Q4 2023.
  • GW & Wade sold 519 GE HealthCare shares in Q4 2023, an estimated $36.3K.
  • GE HealthCare made up 0.01% of GW & Wade's portfolio in Q4 2023, its #381 holding.
  • GW & Wade first reported a position in GE HealthCare in Q1 2023 and has held it in 4 quarters since.
  • GW & Wade's GE HealthCare position peaked at $278K in Q1 2023.
  • 1,187 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.