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Carl Stuart Investment Advisor’s GE Aerospace GE Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-693
Closed -$395K – 50
2022
Q1 		$395K Buy
+693
New +$41.3K 0.03% 74

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carl Stuart Investment Advisor's GE Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 693 shares — an estimated $395K sold.

Carl Stuart Investment Advisor first reported a position in GE in Q1 2022 and held it in 1 quarter. The position peaked at $395K in Q1 2022. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 693 GE Aerospace shares in Q2 2022, an estimated $395K.
  • Carl Stuart Investment Advisor first reported a position in GE Aerospace in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's GE Aerospace position peaked at $395K in Q1 2022.
  • 1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.