Fortis Advisors’s GE Aerospace GE Stock Holding History

Fortis Advisors’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	-504	Closed	-$30K	–	288
2021 Q4	$30K	Hold	504	–	–	0.02%	181
2021 Q3	$32K	Hold	504	–	–	0.02%	185
2021 Q2	$34K	Hold	504	–	–	0.02%	190
2021 Q1	$33K	Hold	504	–	–	0.02%	158
2020 Q4	$27K	Hold	504	–	–	0.02%	126
2020 Q3	$16K	Hold	504	–	–	0.01%	127
2020 Q2	$17K	Sell	504 -120	-19%	-$4.05K	0.02%	141
2020 Q1	$25K	Sell	624 -120	-16%	-$6.4K	0.02%	218
2019 Q4	$41K	Buy	744 +1	+0.1%	+$52	0.02%	218
2019 Q3	$32K	Sell	743 -501	-40%	-$23.5K	0.02%	227
2019 Q2	$65K	Buy	1,244 +7	+0.6%	+$345	0.03%	210
2019 Q1	$62K	Sell	1,237 -122	-9%	-$5.74K	0.03%	203
2018 Q4	$49K	Buy	1,359 +7	+0.5%	+$316	0.03%	213
2018 Q3	$73K	Sell	1,352 -4,978	-79%	-$307K	0.04%	178
2018 Q2	$410K	Buy	6,330 +568	+10%	+$37.9K	0.24%	46
2018 Q1	$375K	Sell	5,762 -1,420	-20%	-$105K	0.21%	46
2017 Q4	$600K	Buy	7,182 +61	+0.9%	+$5.82K	0.37%	28
2017 Q3	$825K	Sell	7,121 -1,035	-13%	-$125K	0.57%	23
2017 Q2	$1.06M	Buy	8,156 +43	+0.5%	+$5.89K	0.82%	16
2017 Q1	$1.16M	Buy	8,113 +6,197	+323%	+$897K	1.05%	15
2016 Q4	$291K	Buy	+1,916	New	+$278K	0.31%	24

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

Fortis Advisors's GE Position: Q1 2022 in Review

Fortis Advisors sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 504 shares — an estimated $30K sold.

Fortis Advisors first reported a position in GE in Q4 2016 and held it in 21 quarters. The position peaked at $1.16M in Q1 2017. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

Fortis Advisors reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
Fortis Advisors sold 504 GE Aerospace shares in Q1 2022, an estimated $30K.
Fortis Advisors first reported a position in GE Aerospace in Q4 2016 and held it in 21 quarters.
Fortis Advisors's GE Aerospace position peaked at $1.16M in Q1 2017.
1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on Fortis Advisors's 13F filing for Q1 2022, filed 16 May 2022.