Coe Capital Management’s GE Aerospace GE Stock Holding History

Coe Capital Management’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
2021 Q2	$135K	Sell	2,006 -502	-20%	-$33.5K	0.13%	94
2021 Q1	$164K	Buy	+2,508	New	+$152K	0.16%	90
2018 Q3	–	Sell	-2,921	Closed	-$191K	–	82
2018 Q2	$191K	Buy	+2,921	New	+$195K	0.21%	82

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coe Capital Management's GE Position: Q2 2021 in Review

Coe Capital Management reduced its GE Aerospace (GE) stake by 20% in Q2 2021, selling an estimated $33.5K and leaving 2,006 shares worth $135K. The position accounts for 0.13% of the portfolio, ranked #94.

Coe Capital Management first reported a position in GE in Q2 2018 and has held it in 3 quarters since. The position peaked at $191K in Q2 2018. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

Coe Capital Management held 2,006 shares of GE Aerospace worth $135K as of Q2 2021.
Coe Capital Management sold 502 GE Aerospace shares in Q2 2021, an estimated $33.5K.
GE Aerospace made up 0.13% of Coe Capital Management's portfolio in Q2 2021, its #94 holding.
Coe Capital Management first reported a position in GE Aerospace in Q2 2018 and has held it in 3 quarters since.
Coe Capital Management's GE Aerospace position peaked at $191K in Q2 2018.
1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.