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Hotaling Investment Management’s GE Aerospace GE Stock Holding History

Hotaling 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
2021
Q3 		– Sell
-2,154
Closed -$145K – 130
2021
Q2 		$145K Buy
2,154
+37
+2% +$2.47K 0.06% 125
2021
Q1 		$139K Buy
2,117
+2
+0.1% +$121 0.06% 113
2020
Q4 		$114K Hold
2,115
– – 0.05% 113
2020
Q3 		$66K Buy
2,115
+38
+2% +$1.24K 0.04% 106
2020
Q2 		$71K Buy
+2,077
New +$70K 0.04% 105
2019
Q2 		– Sell
-2,368
Closed -$118K – 119
2019
Q1 		$118K Sell
2,368
-94
-4% -$4.43K 0.08% 119
2018
Q4 		$89K Buy
+2,462
New +$111K 0.07% 111

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Hotaling Investment Management's GE Position: Q3 2021 in Review

Hotaling Investment Management sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 2,154 shares — an estimated $145K sold.

Hotaling Investment Management first reported a position in GE in Q4 2018 and held it in 7 quarters. The position peaked at $145K in Q2 2021. 1,600 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Hotaling Investment Management reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
  • Hotaling Investment Management sold 2,154 GE Aerospace shares in Q3 2021, an estimated $145K.
  • Hotaling Investment Management first reported a position in GE Aerospace in Q4 2018 and held it in 7 quarters.
  • Hotaling Investment Management's GE Aerospace position peaked at $145K in Q2 2021.
  • 1,600 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Hotaling Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.