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Bernardo Wealth Planning’s GE Aerospace GE Stock Holding History

Bernardo Wealth Planning’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
2020
Q3 		– Sell
-2,674
Closed -$91K – 158
2020
Q2 		$91K Sell
2,674
-1,178
-31% -$39.7K 0.05% 136
2020
Q1 		$152K Buy
3,852
+1,271
+49% +$67.8K 0.11% 129
2019
Q4 		$143K Sell
2,581
-167
-6% -$8.63K 0.09% 161
2019
Q3 		$122K Sell
2,748
-397
-13% -$18.7K 0.09% 155
2019
Q2 		$165K Buy
3,145
+101
+3% +$4.97K 0.13% 145
2019
Q1 		$152K Buy
3,044
+256
+9% +$12.1K 0.12% 144
2018
Q4 		$101K Buy
+2,788
New +$126K 0.09% 128

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bernardo Wealth Planning's GE Position: Q3 2020 in Review

Bernardo Wealth Planning sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 2,674 shares — an estimated $91K sold.

Bernardo Wealth Planning first reported a position in GE in Q4 2018 and held it in 7 quarters. The position peaked at $165K in Q2 2019. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

  • Bernardo Wealth Planning reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,674 GE Aerospace shares in Q3 2020, an estimated $91K.
  • Bernardo Wealth Planning first reported a position in GE Aerospace in Q4 2018 and held it in 7 quarters.
  • Bernardo Wealth Planning's GE Aerospace position peaked at $165K in Q2 2019.
  • 1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Bernardo Wealth Planning's 13F filing for Q3 2020, filed 23 Oct 2020.