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Fernwood Investment Management’s GE Aerospace GE Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-238
Closed -$33.4K – 385
2024
Q1 		$33.4K Buy
+238
New +$28K 0.01% 383
2014
Q1 		– Sell
-7,861
Closed -$1.06M – 118
2013
Q4 		$1.06M Buy
+7,861
New +$990K 0.7% 44

Other funds holding GE

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's GE Position: Q2 2024 in Review

Fernwood Investment Management sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 238 shares — an estimated $33.4K sold.

Fernwood Investment Management first reported a position in GE in Q4 2013 and held it in 2 quarters. The position peaked at $1.06M in Q4 2013. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Fernwood Investment Management reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 238 GE Aerospace shares in Q2 2024, an estimated $33.4K.
  • Fernwood Investment Management first reported a position in GE Aerospace in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's GE Aerospace position peaked at $1.06M in Q4 2013.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.