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Cedar Brook Financial Partners’s GE Aerospace GE Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-4,867
Closed -$682K – 173
2024
Q1 		$682K Buy
4,867
+222
+5% +$26.2K 0.13% 167
2023
Q4 		$481K Buy
4,645
+19
+0.4% +$1.76K 0.11% 197
2023
Q3 		$408K Sell
4,626
-228
-5% -$20.5K 0.11% 198
2023
Q2 		$426K Buy
4,854
+58
+1% +$4.7K 0.1% 206
2023
Q1 		$366K Sell
4,796
-1,132
-19% -$75.7K 0.09% 234
2022
Q4 		$309K Buy
5,928
+31
+0.5% +$1.52K 0.09% 262
2022
Q3 		$227K Buy
5,897
+130
+2% +$5.72K 0.07% 299
2022
Q2 		$229K Buy
5,767
+16
+0.3% +$775 0.07% 299
2022
Q1 		$328K Buy
5,751
+91
+2% +$5.43K 0.09% 259
2021
Q4 		$333K Buy
5,660
+565
+11% +$35.5K 0.09% 255
2021
Q3 		$327K Sell
5,095
-1,270
-20% -$81.7K 0.1% 228
2021
Q2 		$427K Sell
6,365
-35
-0.5% -$2.33K 0.12% 199
2021
Q1 		$419K Sell
6,400
-215
-3% -$13K 0.15% 172
2020
Q4 		$356K Sell
6,615
-454
-6% -$20.3K 0.13% 183
2020
Q3 		$219K Sell
7,069
-37
-0.5% -$1.2K 0.09% 257
2020
Q2 		$242K Buy
7,106
+290
+4% +$9.78K 0.11% 228
2020
Q1 		$270K Sell
6,816
-157
-2% -$8.37K 0.15% 180
2019
Q4 		$388K Sell
6,973
-197
-3% -$10.2K 0.16% 168
2019
Q3 		$320K Sell
7,170
-335
-4% -$15.7K 0.14% 198
2019
Q2 		$393K Buy
7,505
+158
+2% +$7.78K 0.18% 170
2019
Q1 		$366K Sell
7,347
-7
-0.1% -$330 0.18% 174
2018
Q4 		$267K Buy
+7,354
New +$332K 0.16% 182

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

Cedar Brook Financial Partners's GE Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 4,867 shares — an estimated $682K sold.

Cedar Brook Financial Partners first reported a position in GE in Q4 2018 and held it in 22 quarters. The position peaked at $682K in Q1 2024. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,867 GE Aerospace shares in Q2 2024, an estimated $682K.
  • Cedar Brook Financial Partners first reported a position in GE Aerospace in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's GE Aerospace position peaked at $682K in Q1 2024.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.