Genovese Burford & Brothers Wealth & Retirement Plan Management’s GE Aerospace GE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-3	Closed	-$1K	–	189
2018 Q2	$1K	Buy	+3	New	+$200	﹤0.01%	419

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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's GE Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its GE Aerospace (GE) stake by 0.79% in Q4 2020, selling an estimated $3.36K and leaving 9,372 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #58.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in GE in Q4 2015 and has held it in 20 quarters since. The position peaked at $4.33M in Q4 2016. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 9,372 shares of GE Aerospace worth $504K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 75 GE Aerospace shares in Q4 2020, an estimated $3.36K.
GE Aerospace made up 0.13% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #58 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in GE Aerospace in Q4 2015 and has held it in 20 quarters since.
Genovese Burford & Brothers Wealth & Retirement Plan Management's GE Aerospace position peaked at $4.33M in Q4 2016.
1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.