Independence Advisors’s GE Aerospace GE Stock Holding History

Independence 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
2020 Q3	–	Sell	-2,094	Closed	-$71K	–	173
2020 Q2	$71K	Buy	2,094 +5	+0.2%	+$169	0.02%	113
2020 Q1	$83K	Buy	+2,089	New	+$111K	0.02%	97
2017 Q4	–	Sell	-3,628	Closed	-$420K	–	78
2017 Q3	$420K	Buy	3,628 +242	+7%	+$29.3K	0.17%	43
2017 Q2	$438K	Sell	3,386 -122	-3%	-$16.7K	0.17%	46
2017 Q1	$501K	Sell	3,508 -180	-5%	-$26.1K	0.21%	40
2016 Q4	$559K	Buy	3,688 +195	+6%	+$28.3K	0.25%	38
2016 Q3	$496K	Buy	3,493 +529	+18%	+$78.9K	0.23%	38
2016 Q2	$447K	Buy	+2,964	New	+$432K	0.23%	30

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Independence Advisors's GE Position: Q3 2020 in Review

Independence Advisors sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 2,094 shares — an estimated $71K sold.

Independence Advisors first reported a position in GE in Q2 2016 and held it in 8 quarters. The position peaked at $559K in Q4 2016. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

Independence Advisors reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
Independence Advisors sold 2,094 GE Aerospace shares in Q3 2020, an estimated $71K.
Independence Advisors first reported a position in GE Aerospace in Q2 2016 and held it in 8 quarters.
Independence Advisors's GE Aerospace position peaked at $559K in Q4 2016.
1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.