Sugarloaf Wealth Management’s GE HealthCare GEHC Stock Holding History

Sugarloaf Wealth Management’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	$12K	Hold	153	–	–	﹤0.01%	474
2024 Q3	$14.4K	Buy	153 +8	+6%	+$671	﹤0.01%	458
2024 Q2	$11.3K	Sell	145 -16	-10%	-$1.3K	﹤0.01%	463
2024 Q1	$14.7K	Buy	161 +6	+4%	+$499	﹤0.01%	448
2023 Q4	$12K	Hold	155	–	–	﹤0.01%	468
2023 Q3	$10.6K	Hold	155	–	–	﹤0.01%	458
2023 Q2	$12.6K	Sell	155 -102	-40%	-$8.14K	﹤0.01%	444
2023 Q1	$21.1K	Buy	+257	New	+$18.4K	0.01%	386

Other funds holding GEHC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sugarloaf Wealth Management's GEHC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its GE HealthCare (GEHC) position steady in Q4 2024 at 153 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Sugarloaf Wealth Management first reported a position in GEHC in Q1 2023 and has held it in 8 quarters since. The position peaked at $21.1K in Q1 2023. 1,324 funds tracked by Wall St. Rank hold GEHC as of Q4 2024.

Sugarloaf Wealth Management held 153 shares of GE HealthCare worth $12K as of Q4 2024.
Sugarloaf Wealth Management left its GE HealthCare share count unchanged in Q4 2024.
GE HealthCare made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #474 holding.
Sugarloaf Wealth Management first reported a position in GE HealthCare in Q1 2023 and has held it in 8 quarters since.
Sugarloaf Wealth Management's GE HealthCare position peaked at $21.1K in Q1 2023.
1,324 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.