Doyle Wealth Management’s GE Aerospace GE Stock Holding History

Doyle Wealth 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
2019 Q3	–	Sell	-2,004	Closed	-$105K	–	400
2019 Q2	$105K	Sell	2,004 -40	-2%	-$1.97K	0.01%	260
2019 Q1	$103K	Buy	2,044 +729	+55%	+$34.3K	0.02%	191
2018 Q4	$48K	Sell	1,315 -55,483	-98%	-$2.5M	0.01%	361
2018 Q3	$3.07M	Buy	56,798 +16,592	+41%	+$1.02M	0.48%	48
2018 Q2	$2.62M	Buy	40,206 +3,463	+9%	+$231K	0.43%	49
2018 Q1	$2.37M	Buy	36,743 +146	+0.4%	+$10.8K	0.4%	53
2017 Q4	$3.06M	Sell	36,597 -29,375	-45%	-$2.8M	0.52%	45
2017 Q3	$7.64M	Sell	65,972 -64,873	-50%	-$7.84M	1.34%	32
2017 Q2	$16.9M	Buy	130,845 +36,373	+39%	+$4.99M	3.14%	5
2017 Q1	$13.5M	Buy	+94,472	New	+$13.7M	2.75%	10

Other funds holding GE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Doyle Wealth Management's GE Position: Q3 2019 in Review

Doyle Wealth Management sold out of GE Aerospace (GE) in Q3 2019, closing a stake of 2,004 shares — an estimated $105K sold.

Doyle Wealth Management first reported a position in GE in Q1 2017 and held it in 10 quarters. The position peaked at $16.9M in Q2 2017. 1,759 funds tracked by Wall St. Rank hold GE as of Q3 2019.

Doyle Wealth Management reported no remaining GE Aerospace position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 2,004 GE Aerospace shares in Q3 2019, an estimated $105K.
Doyle Wealth Management first reported a position in GE Aerospace in Q1 2017 and held it in 10 quarters.
Doyle Wealth Management's GE Aerospace position peaked at $16.9M in Q2 2017.
1,759 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.