Independent Family Office’s GE Aerospace GE Stock Holding History

Independent Family Office’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	-2,469	Closed	-$133K	–	68
2020 Q4	$133K	Hold	2,469	–	–	0.06%	64
2020 Q3	$77K	Hold	2,469	–	–	0.04%	57
2020 Q2	$84K	Buy	+2,469	New	+$83.3K	0.04%	62

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

Independent Family Office's GE Position: Q1 2021 in Review

Independent Family Office sold out of GE Aerospace (GE) in Q1 2021, closing a stake of 2,469 shares — an estimated $133K sold.

Independent Family Office first reported a position in GE in Q2 2020 and held it in 3 quarters. The position peaked at $133K in Q4 2020. 1,899 funds tracked by Wall St. Rank hold GE as of Q1 2021.

Independent Family Office reported no remaining GE Aerospace position as of Q1 2021 after selling out during the quarter.
Independent Family Office sold 2,469 GE Aerospace shares in Q1 2021, an estimated $133K.
Independent Family Office first reported a position in GE Aerospace in Q2 2020 and held it in 3 quarters.
Independent Family Office's GE Aerospace position peaked at $133K in Q4 2020.
1,899 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2021.

Based on Independent Family Office's 13F filing for Q1 2021, filed 18 May 2021.