Elmwood Wealth Management’s GE Aerospace GE Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-1,453	Closed	-$85K	–	184
2021 Q4	$85K	Buy	+1,453	New	+$91.3K	0.04%	160
2021 Q2	$97K	Hold	1,448	–	–	0.05%	141
2021 Q1	$95K	Buy	+1,448	New	+$87.7K	0.06%	133
2020 Q3	$36K	Hold	1,047	–	–	0.03%	141
2020 Q2	$36K	Sell	1,047 -1,489	-59%	-$50.2K	0.03%	141
2020 Q1	$170K	Buy	+2,536	New	+$135K	0.16%	92
2019 Q4	–	Sell	-2,556	Closed	-$114K	–	145
2019 Q3	$114K	Sell	2,556 -61	-2%	-$2.87K	0.12%	93
2019 Q2	$137K	Buy	2,617 +301	+13%	+$14.8K	0.12%	94
2019 Q1	$115K	Sell	2,316 -259	-10%	-$12.2K	0.11%	99
2018 Q4	$93K	Hold	2,575	–	–	0.09%	108
2018 Q3	$139K	Sell	2,575 -63	-2%	-$3.88K	0.12%	108
2018 Q2	$172K	Hold	2,638	–	–	0.16%	94
2018 Q1	$170K	Buy	+2,638	New	+$195K	0.16%	92

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Elmwood Wealth Management's GE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 1,453 shares — an estimated $85K sold.

Elmwood Wealth Management first reported a position in GE in Q1 2018 and held it in 13 quarters. The position peaked at $172K in Q2 2018. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

Elmwood Wealth Management reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 1,453 GE Aerospace shares in Q1 2022, an estimated $85K.
Elmwood Wealth Management first reported a position in GE Aerospace in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's GE Aerospace position peaked at $172K in Q2 2018.
1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.