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Fairhaven Wealth Management’s GE Aerospace GE Stock Holding History

Fairhaven 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
Q1 		– Sell
-2,075
Closed -$112K – 118
2020
Q4 		$112K Sell
2,075
-1,845
-47% -$82.7K 0.05% 114
2020
Q3 		$122K Sell
3,920
-2,250
-36% -$73.1K 0.07% 97
2020
Q2 		$210K Buy
6,170
+3,963
+180% +$134K 0.14% 83
2020
Q1 		$87K Buy
+2,207
New +$118K 0.08% 74

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fairhaven Wealth Management's GE Position: Q1 2021 in Review

Fairhaven Wealth Management sold out of GE Aerospace (GE) in Q1 2021, closing a stake of 2,075 shares — an estimated $112K sold.

Fairhaven Wealth Management first reported a position in GE in Q1 2020 and held it in 4 quarters. The position peaked at $210K in Q2 2020. 1,899 funds tracked by Wall St. Rank hold GE as of Q1 2021.

  • Fairhaven Wealth Management reported no remaining GE Aerospace position as of Q1 2021 after selling out during the quarter.
  • Fairhaven Wealth Management sold 2,075 GE Aerospace shares in Q1 2021, an estimated $112K.
  • Fairhaven Wealth Management first reported a position in GE Aerospace in Q1 2020 and held it in 4 quarters.
  • Fairhaven Wealth Management's GE Aerospace position peaked at $210K in Q2 2020.
  • 1,899 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2021.

Based on Fairhaven Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.