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Milestone Investment Advisors’s GE HealthCare GEHC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-33
Closed -$2.25K – 243
2023
Q3 		$2.25K Buy
+33
New +$2.4K ﹤0.01% 365
2023
Q2 		– Sell
-33
Closed -$2.71K – 238
2023
Q1 		$2.71K Buy
+33
New +$2.36K ﹤0.01% 354

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 $3.38T 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Milestone Investment Advisors's GEHC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of GE HealthCare (GEHC) in Q4 2023, closing a stake of 33 shares — an estimated $2.25K sold.

Milestone Investment Advisors first reported a position in GEHC in Q1 2023 and held it in 2 quarters. The position peaked at $2.71K in Q1 2023. 1,186 funds tracked by Wall St. Rank hold GEHC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining GE HealthCare position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 33 GE HealthCare shares in Q4 2023, an estimated $2.25K.
  • Milestone Investment Advisors first reported a position in GE HealthCare in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's GE HealthCare position peaked at $2.71K in Q1 2023.
  • 1,186 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.