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West Financial Advisors’s GE HealthCare GEHC Stock Holding History

West Financial 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
-15
Closed -$1.02K – 176
2023
Q3 		$1.02K Hold
15
– – ﹤0.01% 185
2023
Q2 		$1.22K Buy
+15
New +$1.2K ﹤0.01% 163

Other funds holding GEHC

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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
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

West Financial Advisors's GEHC Position: Q4 2023 in Review

West Financial Advisors sold out of GE HealthCare (GEHC) in Q4 2023, closing a stake of 15 shares — an estimated $1.02K sold.

West Financial Advisors first reported a position in GEHC in Q2 2023 and held it in 2 quarters. The position peaked at $1.22K in Q2 2023. 1,186 funds tracked by Wall St. Rank hold GEHC as of Q4 2023.

  • West Financial Advisors reported no remaining GE HealthCare position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 15 GE HealthCare shares in Q4 2023, an estimated $1.02K.
  • West Financial Advisors first reported a position in GE HealthCare in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's GE HealthCare position peaked at $1.22K in Q2 2023.
  • 1,186 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.