Essex Private Wealth Management’s GE Aerospace GE Stock Holding History

Essex Private 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
2021 Q4	–	Sell	-8,008	Closed	-$514K	–	65
2021 Q3	$514K	Buy	8,008 +5,146	+180%	+$331K	0.47%	38
2021 Q2	$192K	Sell	2,862 -343	-11%	-$22.9K	0.18%	63
2021 Q1	$210K	Sell	3,205 -383	-11%	-$23.2K	0.2%	63
2020 Q4	$193K	Sell	3,588 -96	-3%	-$4.3K	0.19%	66
2020 Q3	$114K	Sell	3,684 -12	-0.3%	-$390	0.12%	62
2020 Q2	$125K	Sell	3,696 -141	-4%	-$4.75K	0.15%	57
2020 Q1	$151K	Buy	3,837 +342	+10%	+$18.2K	0.2%	54
2019 Q4	$194K	Buy	+3,495	New	+$181K	0.2%	58

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

Essex Private Wealth Management's GE Position: Q4 2021 in Review

Essex Private Wealth Management sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 8,008 shares — an estimated $514K sold.

Essex Private Wealth Management first reported a position in GE in Q4 2019 and held it in 8 quarters. The position peaked at $514K in Q3 2021. 1,701 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Essex Private Wealth Management reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
Essex Private Wealth Management sold 8,008 GE Aerospace shares in Q4 2021, an estimated $514K.
Essex Private Wealth Management first reported a position in GE Aerospace in Q4 2019 and held it in 8 quarters.
Essex Private Wealth Management's GE Aerospace position peaked at $514K in Q3 2021.
1,701 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Essex Private Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.