Cumberland Advisors’s GE Aerospace GE Stock Holding History

Cumberland 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
2021 Q3	–	Sell	-43,538	Closed	-$2.92M	–	62
2021 Q2	$2.92M	Hold	43,538	–	–	0.69%	24
2021 Q1	$2.85M	Buy	43,538 +1,164	+3%	+$70.5K	0.71%	26
2020 Q4	$2.28M	Buy	+42,374	New	+$1.9M	0.84%	25
2020 Q2	$1.15M	Buy	33,707 +241	+0.7%	+$8.13K	0.43%	38
2020 Q1	$1.32M	Buy	33,466 +6,320	+23%	+$337K	0.54%	31
2019 Q4	$1.51M	Buy	+27,146	New	+$1.4M	0.52%	38

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Cumberland Advisors's GE Position: Q3 2021 in Review

Cumberland Advisors sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 43,538 shares — an estimated $2.92M sold.

Cumberland Advisors first reported a position in GE in Q4 2019 and held it in 6 quarters. The position peaked at $2.92M in Q2 2021. 1,601 funds tracked by Wall St. Rank hold GE as of Q3 2021.

Cumberland Advisors reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
Cumberland Advisors sold 43,538 GE Aerospace shares in Q3 2021, an estimated $2.92M.
Cumberland Advisors first reported a position in GE Aerospace in Q4 2019 and held it in 6 quarters.
Cumberland Advisors's GE Aerospace position peaked at $2.92M in Q2 2021.
1,601 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Cumberland Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.