Harvest Group Wealth Management’s GE Aerospace GE Stock Holding History

Harvest Group 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	-4,936	Closed	-$266K	–	282
2020 Q4	$266K	Sell	4,936 -154	-3%	-$6.9K	0.16%	33
2020 Q3	$158K	Hold	5,090	–	–	0.11%	45
2020 Q2	$173K	Hold	5,090	–	–	0.14%	38
2020 Q1	$201K	Hold	5,090	–	–	0.2%	34
2019 Q4	$283K	Sell	5,090 -367	-7%	-$19K	0.25%	25
2019 Q3	$243K	Hold	5,457	–	–	0.3%	25
2019 Q2	$285K	Sell	5,457 -37	-0.7%	-$1.82K	0.37%	19
2019 Q1	$274K	Sell	5,494 -262	-5%	-$12.3K	0.25%	30
2018 Q4	$209K	Buy	+5,756	New	+$260K	0.27%	30
2018 Q2	–	Sell	-6,274	Closed	-$405K	–	39
2018 Q1	$405K	Buy	6,274 +522	+9%	+$38.7K	0.27%	32
2017 Q4	$481K	Buy	+5,752	New	+$549K	0.29%	31

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 $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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Harvest Group Wealth Management's GE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of GE Aerospace (GE) in Q1 2021, closing a stake of 4,936 shares — an estimated $266K sold.

Harvest Group Wealth Management first reported a position in GE in Q4 2017 and held it in 11 quarters. The position peaked at $481K in Q4 2017. 1,899 funds tracked by Wall St. Rank hold GE as of Q1 2021.

Harvest Group Wealth Management reported no remaining GE Aerospace position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 4,936 GE Aerospace shares in Q1 2021, an estimated $266K.
Harvest Group Wealth Management first reported a position in GE Aerospace in Q4 2017 and held it in 11 quarters.
Harvest Group Wealth Management's GE Aerospace position peaked at $481K in Q4 2017.
1,899 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.