Buckingham Strategic Wealth’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.23M Sell
14,052
-1,969
-12% -$314K 0.02% 226
2024
Q1
$2.24M Buy
16,021
+2,400
+18% +$283K 0.02% 225
2023
Q4
$1.39M Buy
13,621
+236
+2% +$21.9K 0.02% 281
2023
Q3
$1.18M Buy
13,385
+558
+4% +$50.2K 0.02% 272
2023
Q2
$1.12M Buy
12,827
+1,338
+12% +$108K 0.02% 281
2023
Q1
$768K Sell
11,489
-3,228
-22% -$216K 0.01% 307
2022
Q4
$768K Sell
14,717
-297
-2% -$14.6K 0.01% 308
2022
Q3
$579K Buy
15,014
+995
+7% +$43.8K 0.01% 335
2022
Q2
$556K Sell
14,019
-131
-0.9% -$6.35K 0.01% 352
2022
Q1
$807K Sell
14,150
-416
-3% -$24.8K 0.02% 279
2021
Q4
$857K Sell
14,566
-2,668
-15% -$168K 0.02% 276
2021
Q3
$1.11M Buy
17,234
+750
+5% +$48.2K 0.02% 246
2021
Q2
$1.11M Buy
16,484
+177
+1% +$11.8K 0.03% 244
2021
Q1
$1.07M Buy
16,307
+127
+0.8% +$7.69K 0.05% 225
2020
Q4
$871K Buy
16,180
+246
+2% +$11K 0.05% 237
2020
Q3
$495K Sell
15,934
-968
-6% -$31.5K 0.04% 257
2020
Q2
$575K Sell
16,902
-2,135
-11% -$72K 0.05% 197
2020
Q1
$753K Sell
19,037
-1,597
-8% -$85.2K 0.07% 201
2019
Q4
$1.15M Buy
20,634
+2,056
+11% +$106K 0.11% 143
2019
Q3
$828K Sell
18,578
-1,773
-9% -$83.3K 0.09% 166
2019
Q2
$1.06M Buy
20,351
+566
+3% +$27.9K 0.12% 136
2019
Q1
$985K Sell
19,785
-138
-0.7% -$6.5K 0.12% 136
2018
Q4
$723K Sell
19,923
-4,199
-17% -$190K 0.11% 150
2018
Q3
$1.3M Sell
24,122
-2,286
-9% -$141K 0.2% 100
2018
Q2
$1.72M Buy
26,408
+4,267
+19% +$285K 0.28% 81
2018
Q1
$1.43M Buy
22,141
+2,327
+12% +$172K 0.28% 82
2017
Q4
$1.66M Sell
19,814
-2,280
-10% -$218K 0.35% 66
2017
Q3
$2.56M Sell
22,094
-477
-2% -$57.7K 0.61% 31
2017
Q2
$2.92M Sell
22,571
-3,913
-15% -$536K 0.69% 30
2017
Q1
$3.78M Buy
26,484
+6,573
+33% +$951K 1.1% 18
2016
Q4
$3.02M Sell
19,911
-962
-5% -$140K 0.97% 18
2016
Q3
$2.96M Buy
20,873
+1,217
+6% +$182K 1% 18
2016
Q2
$2.96M Buy
19,656
+3,757
+24% +$548K 1.01% 18
2016
Q1
$2.42M Buy
15,899
+2,347
+17% +$331K 0.8% 22
2015
Q4
$2.02M Sell
13,552
-387
-3% -$55K 0.68% 25
2015
Q3
$1.69M Sell
13,939
-383
-3% -$46.9K 0.59% 36
2015
Q2
$1.82M Buy
14,322
+549
+4% +$71.2K 0.6% 34
2015
Q1
$1.64M Sell
13,773
-1,368
-9% -$163K 0.62% 32
2014
Q4
$1.83M Buy
15,141
+1,504
+11% +$185K 0.71% 27
2014
Q3
$1.67M Buy
13,637
+493
+4% +$61.4K 0.69% 29
2014
Q2
$1.66M Sell
13,144
-175
-1% -$22.3K 0.72% 27
2014
Q1
$1.65M Buy
13,319
+131
+1% +$16.2K 0.77% 26
2013
Q4
$1.77M Sell
13,188
-214
-2% -$27K 0.83% 27
2013
Q3
$1.53M Buy
13,402
+1,641
+14% +$188K 0.81% 25
2013
Q2
$1.31M Buy
+11,761
New +$1.3M 0.74% 29

Other funds holding GE

Buckingham Strategic Wealth's GE Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its GE Aerospace (GE) stake by 12% in Q2 2024, selling an estimated $314K and leaving 14,052 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #226.

Buckingham Strategic Wealth first reported a position in GE in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.78M in Q1 2017. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Buckingham Strategic Wealth held 14,052 shares of GE Aerospace worth $2.23M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,969 GE Aerospace shares in Q2 2024, an estimated $314K.
  • GE Aerospace made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #226 holding.
  • Buckingham Strategic Wealth first reported a position in GE Aerospace in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's GE Aerospace position peaked at $3.78M in Q1 2017.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.