Annapolis Financial Services’s GE Aerospace GE Stock Holding History

Annapolis Financial Services’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	$50.1K	Buy	265 +12	+5%	+$2.03K	0.01%	155
2024 Q2	$40.3K	Sell	253 -64	-20%	-$10.2K	0.01%	165
2024 Q1	$44.4K	Sell	317 -172	-35%	-$20.3K	0.01%	156
2023 Q4	$49.8K	Hold	489	–	–	0.01%	196
2023 Q3	$43.1K	Hold	489	–	–	0.01%	196
2023 Q2	$42.8K	Hold	489	–	–	0.01%	195
2023 Q1	$37.3K	Sell	489 -137	-22%	-$9.16K	0.01%	190
2022 Q4	$32.6K	Buy	626 +2	+0.3%	+$98	0.01%	202
2022 Q3	$24K	Hold	624	–	–	0.01%	235
2022 Q2	$25K	Sell	624 -55	-8%	-$2.67K	0.01%	225
2022 Q1	$38K	Sell	679 -53	-7%	-$3.16K	0.01%	206
2021 Q4	$43K	Hold	732	–	–	0.01%	198
2021 Q3	$47K	Sell	732 -43	-6%	-$2.77K	0.02%	173
2021 Q2	$52K	Hold	775	–	–	0.02%	159
2021 Q1	$51K	Sell	775 -169	-18%	-$10.2K	0.02%	152
2020 Q4	$51K	Buy	+944	New	+$42.3K	0.02%	144

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

Annapolis Financial Services's GE Position: Q3 2024 in Review

Annapolis Financial Services increased its GE Aerospace (GE) stake by 4.7% in Q3 2024, buying an estimated $2.03K and bringing the position to 265 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #155.

Annapolis Financial Services first reported a position in GE in Q4 2020 and has held it in 16 quarters since. The position peaked at $52K in Q2 2021. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

Annapolis Financial Services held 265 shares of GE Aerospace worth $50.1K as of Q3 2024.
Annapolis Financial Services bought 12 GE Aerospace shares in Q3 2024, an estimated $2.03K.
GE Aerospace made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #155 holding.
Annapolis Financial Services first reported a position in GE Aerospace in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's GE Aerospace position peaked at $52K in Q2 2021.
2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.