1776 Wealth’s GE Aerospace GE Stock Holding History

1776 Wealth’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-28	Closed	–	–	189
2020 Q2	$0	Sell	28 -28	-50%	-$944	﹤0.01%	342
2020 Q1	$2K	Buy	56 +28	+100%	+$1.49K	﹤0.01%	345
2019 Q4	$1K	Buy	+28	New	+$1.45K	﹤0.01%	322

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

1776 Wealth's GE Position: Q3 2020 in Review

1776 Wealth sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 28 shares.

1776 Wealth first reported a position in GE in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

1776 Wealth reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 28 GE Aerospace shares in Q3 2020.
1776 Wealth first reported a position in GE Aerospace in Q4 2019 and held it in 3 quarters.
1776 Wealth's GE Aerospace position peaked at $2K in Q1 2020.
1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.