Burleson & Co’s GE Aerospace GE Stock Holding History

Burleson & Co’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
2022 Q4	$10.5K	Hold	201	–	–	﹤0.01%	266
2022 Q3	$8K	Buy	+201	New	+$8.84K	﹤0.01%	294
2021 Q3	–	Sell	-40	Closed	-$3K	–	379
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	307
2021 Q1	$3K	Buy	+40	New	+$2.42K	﹤0.01%	303
2018 Q4	–	Sell	-3,245	Closed	-$122K	–	102
2018 Q3	$122K	Sell	3,245 -4,586	-59%	-$283K	0.07%	103
2018 Q2	$511K	Buy	7,831 +4,477	+133%	+$299K	0.3%	75
2018 Q1	$217K	Sell	3,354 -18	-0.5%	-$1.33K	0.14%	97
2017 Q4	$282K	Buy	+3,372	New	+$322K	0.18%	91

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Burleson & Co's GE Position: Q4 2022 in Review

Burleson & Co held its GE Aerospace (GE) position steady in Q4 2022 at 201 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Burleson & Co first reported a position in GE in Q4 2017 and has held it in 8 quarters since. The position peaked at $511K in Q2 2018. 1,573 funds tracked by Wall St. Rank hold GE as of Q4 2022.

Burleson & Co held 201 shares of GE Aerospace worth $10.5K as of Q4 2022.
Burleson & Co left its GE Aerospace share count unchanged in Q4 2022.
GE Aerospace made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #266 holding.
Burleson & Co first reported a position in GE Aerospace in Q4 2017 and has held it in 8 quarters since.
Burleson & Co's GE Aerospace position peaked at $511K in Q2 2018.
1,573 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.