Diversified Portfolios Inc’s GE Aerospace GE Stock Holding History

Diversified Portfolios Inc’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 Q4	–	Sell	-3,342	Closed	-$215K	–	137
2021 Q3	$215K	Buy	3,342 +7	+0.2%	+$450	0.06%	113
2021 Q2	$224K	Buy	3,335 +1,252	+60%	+$83.5K	0.08%	99
2021 Q1	$136K	Buy	+2,083	New	+$126K	0.04%	98
2018 Q3	–	Sell	-2,179	Closed	-$142K	–	51
2018 Q2	$142K	Sell	2,179 -84	-4%	-$5.6K	0.08%	48
2018 Q1	$146K	Sell	2,263 -434	-16%	-$32.2K	0.08%	48
2017 Q4	$226K	Buy	2,697 +55	+2%	+$5.25K	0.12%	49
2017 Q3	$306K	Buy	+2,642	New	+$319K	0.17%	37
2015 Q1	–	Sell	-4,474	Closed	-$542K	–	63
2014 Q4	$542K	Buy	+4,474	New	+$550K	0.32%	31

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Diversified Portfolios Inc's GE Position: Q4 2021 in Review

Diversified Portfolios Inc sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 3,342 shares — an estimated $215K sold.

Diversified Portfolios Inc first reported a position in GE in Q4 2014 and held it in 8 quarters. The position peaked at $542K in Q4 2014. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Diversified Portfolios Inc reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
Diversified Portfolios Inc sold 3,342 GE Aerospace shares in Q4 2021, an estimated $215K.
Diversified Portfolios Inc first reported a position in GE Aerospace in Q4 2014 and held it in 8 quarters.
Diversified Portfolios Inc's GE Aerospace position peaked at $542K in Q4 2014.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Diversified Portfolios Inc's 13F filing for Q4 2021, filed 31 Jan 2022.