Alera Investment Advisors’s GE Aerospace GE Stock Holding History

Alera Investment Advisors’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
2024 Q3	$1.1M	Buy	5,831 +419	+8%	+$71K	0.13%	76
2024 Q2	$860K	Sell	5,412 -6,778	-56%	-$1.08M	0.1%	85
2024 Q1	$1.71M	Buy	12,190 +2,181	+22%	+$257K	0.23%	33
2023 Q4	$1.02M	Buy	+10,009	New	+$927K	0.13%	54
2019 Q2	–	Sell	-1,044	Closed	-$52K	–	428
2019 Q1	$52K	Sell	1,044 -355	-25%	-$16.7K	0.03%	163
2018 Q4	$51K	Buy	+1,399	New	+$63.2K	0.03%	172

Other funds holding GE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alera Investment Advisors's GE Position: Q3 2024 in Review

Alera Investment Advisors increased its GE Aerospace (GE) stake by 7.7% in Q3 2024, buying an estimated $71K and bringing the position to 5,831 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #76.

Alera Investment Advisors first reported a position in GE in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2024. 2,362 funds tracked by Wall St. Rank hold GE as of Q3 2024.

Alera Investment Advisors held 5,831 shares of GE Aerospace worth $1.1M as of Q3 2024.
Alera Investment Advisors bought 419 GE Aerospace shares in Q3 2024, an estimated $71K.
GE Aerospace made up 0.13% of Alera Investment Advisors's portfolio in Q3 2024, its #76 holding.
Alera Investment Advisors first reported a position in GE Aerospace in Q4 2018 and has held it in 6 quarters since.
Alera Investment Advisors's GE Aerospace position peaked at $1.71M in Q1 2024.
2,362 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.