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Sutton Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Sutton Wealth 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
Q3 		$13.7K Buy
202
+45
+29% +$3.27K 0.01% 417
2023
Q2 		$12.8K Buy
157
+44
+39% +$3.51K 0.01% 421
2023
Q1 		$9.27K Buy
+113
New +$8.07K 0.01% 437

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sutton Wealth Advisors's GEHC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its GE HealthCare (GEHC) stake by 29% in Q3 2023, buying an estimated $3.27K and bringing the position to 202 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #417.

Sutton Wealth Advisors first reported a position in GEHC in Q1 2023 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold GEHC as of Q3 2023.

  • Sutton Wealth Advisors held 202 shares of GE HealthCare worth $13.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 45 GE HealthCare shares in Q3 2023, an estimated $3.27K.
  • GE HealthCare made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #417 holding.
  • Sutton Wealth Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 3 quarters since.
  • 1,107 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.