Advisory Research’s GE Aerospace GE Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-5,815	Closed	-$513K	–	384
2023 Q3	$513K	Buy	5,815 +977	+20%	+$87.8K	0.07%	275
2023 Q2	$424K	Buy	+4,838	New	+$392K	0.05%	315
2021 Q2	–	Sell	-6,373	Closed	-$417K	–	364
2021 Q1	$417K	Buy	+6,373	New	+$386K	0.03%	281
2017 Q3	–	Sell	-4,257	Closed	-$551K	–	447
2017 Q2	$551K	Sell	4,257 -71,589	-94%	-$9.81M	0.01%	357
2017 Q1	$10.8M	Buy	+75,846	New	+$11M	0.16%	100
2014 Q2	–	Sell	-628	Closed	-$78K	–	460
2014 Q1	$78K	Buy	+628	New	+$77.6K	﹤0.01%	352

Other funds holding GE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's GE Position: Q4 2023 in Review

Advisory Research sold out of GE Aerospace (GE) in Q4 2023, closing a stake of 5,815 shares — an estimated $513K sold.

Advisory Research first reported a position in GE in Q1 2014 and held it in 6 quarters. The position peaked at $10.8M in Q1 2017. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

Advisory Research reported no remaining GE Aerospace position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 5,815 GE Aerospace shares in Q4 2023, an estimated $513K.
Advisory Research first reported a position in GE Aerospace in Q1 2014 and held it in 6 quarters.
Advisory Research's GE Aerospace position peaked at $10.8M in Q1 2017.
1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.