Alterity Financial Group’s GE Aerospace GE Stock Holding History

Alterity Financial Group’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	$327K	Hold	3,210	–	–	0.47%	51
2023 Q3	$283K	Sell	3,210 -3,133	-49%	-$282K	0.45%	55
2023 Q2	$556K	Sell	6,343 -1,655	-21%	-$134K	0.8%	35
2023 Q1	$610K	Sell	7,998 -2,541	-24%	-$170K	0.89%	35
2022 Q4	$550K	Sell	10,539 -72	-0.7%	-$3.54K	0.89%	35
2022 Q3	$409K	Sell	10,611 -697	-6%	-$30.6K	0.66%	43
2022 Q2	$449K	Buy	+11,308	New	+$548K	0.67%	47
2021 Q4	$666K	Buy	+11,324	New	+$711K	0.71%	42
2021 Q1	$650K	Buy	+1,426	New	+$86.4K	0.79%	37

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

Alterity Financial Group's GE Position: Q4 2023 in Review

Alterity Financial Group held its GE Aerospace (GE) position steady in Q4 2023 at 3,210 shares worth $327K. The position accounts for 0.47% of the portfolio, ranked #51.

Alterity Financial Group first reported a position in GE in Q1 2021 and has held it in 9 quarters since. The position peaked at $666K in Q4 2021. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

Alterity Financial Group held 3,210 shares of GE Aerospace worth $327K as of Q4 2023.
Alterity Financial Group left its GE Aerospace share count unchanged in Q4 2023.
GE Aerospace made up 0.47% of Alterity Financial Group's portfolio in Q4 2023, its #51 holding.
Alterity Financial Group first reported a position in GE Aerospace in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's GE Aerospace position peaked at $666K in Q4 2021.
1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.