Berman Capital Advisors’s GE Aerospace GE Stock Holding History

Berman Capital 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
2021 Q3	$503K	Buy	7,846 +1,282	+20%	+$82.4K	0.08%	134
2021 Q2	$439K	Buy	6,564 +1,206	+23%	+$80.5K	0.07%	128
2021 Q1	$349K	Buy	5,358 +1,519	+40%	+$92K	0.07%	130
2020 Q4	$205K	Buy	3,839 +125	+3%	+$5.6K	0.05%	163
2020 Q3	$115K	Buy	3,714 +1,406	+61%	+$45.7K	0.03%	210
2020 Q2	$77K	Sell	2,308 -352	-13%	-$11.9K	0.02%	258
2020 Q1	$104K	Sell	2,660 -136	-5%	-$7.25K	0.03%	189
2019 Q4	$154K	Buy	2,796 +48	+2%	+$2.48K	0.04%	166
2019 Q3	$121K	Sell	2,748 -191	-6%	-$8.98K	0.04%	188
2019 Q2	$153K	Buy	2,939 +256	+10%	+$12.6K	0.05%	156
2019 Q1	$133K	Buy	2,683 +1,025	+62%	+$48.3K	0.04%	161
2018 Q4	$59K	Sell	1,658 -2,538	-60%	-$115K	0.02%	238
2018 Q3	$227K	Sell	4,196 -380	-8%	-$23.4K	0.1%	93
2018 Q2	$299K	Buy	4,576 +969	+27%	+$64.6K	0.1%	84
2018 Q1	$233K	Buy	3,607 +820	+29%	+$60.8K	0.09%	93
2017 Q4	$233K	Buy	+2,787	New	+$266K	0.08%	91

Other funds holding GE

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Berman Capital Advisors's GE Position: Q3 2021 in Review

Berman Capital Advisors increased its GE Aerospace (GE) stake by 20% in Q3 2021, buying an estimated $82.4K and bringing the position to 7,846 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #134.

Berman Capital Advisors first reported a position in GE in Q4 2017 and has held it in 16 quarters since. 1,601 funds tracked by Wall St. Rank hold GE as of Q3 2021.

Berman Capital Advisors held 7,846 shares of GE Aerospace worth $503K as of Q3 2021.
Berman Capital Advisors bought 1,282 GE Aerospace shares in Q3 2021, an estimated $82.4K.
GE Aerospace made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #134 holding.
Berman Capital Advisors first reported a position in GE Aerospace in Q4 2017 and has held it in 16 quarters since.
1,601 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.