Capital Directions Investment Advisors’s GE Aerospace GE Stock Holding History

Capital Directions Investment 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
2022 Q4	$5.87K	Buy	+112	New	+$5.51K	﹤0.01%	221
2022 Q3	–	Sell	-112	Closed	-$4.92K	–	206
2022 Q2	$4K	Sell	112 -788	-88%	-$38.2K	﹤0.01%	233
2022 Q1	$51K	Buy	+900	New	+$53.7K	0.02%	140
2021 Q4	–	Sell	-854	Closed	-$55K	–	115
2021 Q3	$55K	Buy	854 +92	+12%	+$5.92K	0.02%	131
2021 Q2	$51K	Buy	+762	New	+$50.8K	0.02%	121
2021 Q1	–	Sell	-100	Closed	-$5K	–	234
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	185
2020 Q3	$3K	Buy	+100	New	+$3.25K	﹤0.01%	193
2020 Q2	–	Sell	-1,992	Closed	-$79K	–	219
2020 Q1	$79K	Sell	1,992 -913	-31%	-$48.7K	0.03%	83
2019 Q4	$162K	Sell	2,905 -320	-10%	-$16.5K	0.05%	73
2019 Q3	$144K	Buy	+3,225	New	+$152K	0.05%	71
2018 Q3	–	Sell	-3,907	Closed	-$255K	–	173
2018 Q2	$255K	Buy	+3,907	New	+$261K	0.12%	35

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

Capital Directions Investment Advisors's GE Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in GE Aerospace (GE) in Q4 2022: 112 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in GE as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in GE in Q2 2018 and has held it in 11 quarters since. The position peaked at $255K in Q2 2018. 1,573 funds tracked by Wall St. Rank hold GE as of Q4 2022.

Capital Directions Investment Advisors held 112 shares of GE Aerospace worth $5.87K as of Q4 2022.
GE Aerospace was a new Capital Directions Investment Advisors position in Q4 2022.
GE Aerospace made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #221 holding.
Capital Directions Investment Advisors first reported a position in GE Aerospace in Q2 2018 and has held it in 11 quarters since.
Capital Directions Investment Advisors's GE Aerospace position peaked at $255K in Q2 2018.
1,573 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.