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Windsor Wealth Management’s GE HealthCare GEHC Stock Holding History

Windsor 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
2023
Q3 		– Sell
-2,469
Closed -$201K – 163
2023
Q2 		$201K Buy
+2,469
New +$197K 0.04% 164

Other funds holding GEHC

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Windsor Wealth Management's GEHC Position: Q3 2023 in Review

Windsor Wealth Management sold out of GE HealthCare (GEHC) in Q3 2023, closing a stake of 2,469 shares — an estimated $201K sold.

Windsor Wealth Management first reported a position in GEHC in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 1,105 funds tracked by Wall St. Rank hold GEHC as of Q3 2023.

  • Windsor Wealth Management reported no remaining GE HealthCare position as of Q3 2023 after selling out during the quarter.
  • Windsor Wealth Management sold 2,469 GE HealthCare shares in Q3 2023, an estimated $201K.
  • Windsor Wealth Management first reported a position in GE HealthCare in Q2 2023 and held it in 1 quarter.
  • Windsor Wealth Management's GE HealthCare position peaked at $201K in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.