Appian Way Asset Management’s GE Aerospace GE Stock Holding History

Appian Way Asset Management’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	-31,826	Closed	-$2.81M	–	58
2023 Q3	$2.81M	Sell	31,826 -47,035	-60%	-$4.23M	0.67%	35
2023 Q2	$6.91M	Buy	+78,861	New	+$6.39M	2.49%	10
2021 Q1	–	Sell	-23,594	Closed	-$1.27M	–	58
2020 Q4	$1.27M	Buy	+23,594	New	+$1.06M	0.62%	45
2020 Q1	–	Sell	-59,549	Closed	-$3.31M	–	47
2019 Q4	$3.31M	Buy	+59,549	New	+$3.08M	1.59%	27

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

Appian Way Asset Management's GE Position: Q4 2023 in Review

Appian Way Asset Management sold out of GE Aerospace (GE) in Q4 2023, closing a stake of 31,826 shares — an estimated $2.81M sold.

Appian Way Asset Management first reported a position in GE in Q4 2019 and held it in 4 quarters. The position peaked at $6.91M in Q2 2023. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

Appian Way Asset Management reported no remaining GE Aerospace position as of Q4 2023 after selling out during the quarter.
Appian Way Asset Management sold 31,826 GE Aerospace shares in Q4 2023, an estimated $2.81M.
Appian Way Asset Management first reported a position in GE Aerospace in Q4 2019 and held it in 4 quarters.
Appian Way Asset Management's GE Aerospace position peaked at $6.91M in Q2 2023.
1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on Appian Way Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.