BSW
GE icon

Buckingham Strategic Wealth’s GE Aerospace GE Stock Holding History

Buckingham Strategic Wealth’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
2019
Q4 		– Sell
-100
Closed -$1K – 469
2019
Q3 		$1K Buy
+100
New +$4.7K ﹤0.01% 430
2019
Q1 		– Sell
-209
Closed -$1K – 423
2018
Q4 		$1K Buy
+209
New +$9.44K ﹤0.01% 351

Other funds holding GE

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.