Freedman Financial Associates’s GE Aerospace GE Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-7,712	Closed	-$442K	–	157
2022 Q1	$442K	Hold	7,712	–	–	0.3%	41
2021 Q4	$454K	Sell	7,712 -127	-2%	-$7.98K	0.31%	37
2021 Q3	$503K	Sell	7,839 -18	-0.2%	-$1.16K	0.37%	33
2021 Q2	$527K	Sell	7,857 -763	-9%	-$50.9K	0.4%	33
2021 Q1	$564K	Sell	8,620 -1,126	-12%	-$68.2K	0.47%	28
2020 Q4	$525K	Buy	+9,746	New	+$437K	0.47%	29

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Freedman Financial Associates's GE Position: Q2 2022 in Review

Freedman Financial Associates sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 7,712 shares — an estimated $442K sold.

Freedman Financial Associates first reported a position in GE in Q4 2020 and held it in 6 quarters. The position peaked at $564K in Q1 2021. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Freedman Financial Associates reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 7,712 GE Aerospace shares in Q2 2022, an estimated $442K.
Freedman Financial Associates first reported a position in GE Aerospace in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's GE Aerospace position peaked at $564K in Q1 2021.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.