Institutional & Family Asset Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $118K | Sell |
743
-201
| -21% | -$32.1K | 0.02% | 178 |
|
|
2024
Q1 | $132K | Hold |
944
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $96.2K | Hold |
944
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $83.3K | Hold |
944
| – | – | 0.01% | 188 |
|
|
2023
Q2 | $82.8K | Hold |
944
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $72K | Sell |
944
-265
| -22% | -$17.7K | 0.01% | 195 |
|
|
2022
Q4 | $63.1K | Sell |
1,209
-263
| -18% | -$12.9K | 0.01% | 203 |
|
|
2022
Q3 | $57K | Hold |
1,472
| – | – | 0.01% | 211 |
|
|
2022
Q2 | $58K | Sell |
1,472
-201
| -12% | -$9.74K | 0.01% | 215 |
|
|
2022
Q1 | $95K | Buy |
1,673
+86
| +5% | +$5.13K | 0.01% | 197 |
|
|
2021
Q4 | $93K | Hold |
1,587
| – | – | 0.01% | 213 |
|
|
2021
Q3 | $102K | Buy |
1,587
+16
| +1% | +$1.03K | 0.02% | 239 |
|
|
2021
Q2 | $105K | Buy |
1,571
+10
| +0.6% | +$667 | 0.02% | 236 |
|
|
2021
Q1 | $102K | Buy |
1,561
+201
| +15% | +$12.2K | 0.02% | 265 |
|
|
2020
Q4 | $73K | Sell |
1,360
-100
| -7% | -$4.48K | 0.02% | 281 |
|
|
2020
Q3 | $45K | Sell |
1,460
-80
| -5% | -$2.6K | 0.01% | 295 |
|
|
2020
Q2 | $52K | Buy |
1,540
+1
| +0.1% | +$34 | 0.01% | 301 |
|
|
2020
Q1 | $61K | Sell |
1,539
-18
| -1% | -$960 | 0.01% | 256 |
|
|
2019
Q4 | $87K | Sell |
1,557
-140
| -8% | -$7.23K | 0.02% | 260 |
|
|
2019
Q3 | $76K | Sell |
1,697
-18
| -1% | -$846 | 0.02% | 251 |
|
|
2019
Q2 | $90K | Sell |
1,715
-73
| -4% | -$3.59K | 0.02% | 241 |
|
|
2019
Q1 | $89K | Buy |
1,788
+44
| +3% | +$2.07K | 0.02% | 256 |
|
|
2018
Q4 | $63K | Sell |
1,744
-1,889
| -52% | -$85.3K | 0.01% | 288 |
|
|
2018
Q3 | $197K | Buy |
3,633
+157
| +5% | +$9.68K | 0.04% | 187 |
|
|
2018
Q2 | $227K | Sell |
3,476
-1,826
| -34% | -$122K | 0.05% | 174 |
|
|
2018
Q1 | $343K | Buy |
5,302
+183
| +4% | +$13.6K | 0.07% | 132 |
|
|
2017
Q4 | $428K | Sell |
5,119
-65
| -1% | -$6.21K | 0.08% | 119 |
|
|
2017
Q3 | $601K | Sell |
5,184
-126
| -2% | -$15.2K | 0.12% | 111 |
|
|
2017
Q2 | $687K | Buy |
5,310
+741
| +16% | +$102K | 0.17% | 76 |
|
|
2017
Q1 | $653K | Buy |
4,569
+162
| +4% | +$23.4K | 0.2% | 76 |
|
|
2016
Q4 | $667K | Sell |
4,407
-51
| -1% | -$7.41K | 0.21% | 80 |
|
|
2016
Q3 | $633K | Sell |
4,458
-11
| -0.2% | -$1.64K | 0.21% | 82 |
|
|
2016
Q2 | $674K | Sell |
4,469
-115
| -3% | -$16.8K | 0.23% | 80 |
|
|
2016
Q1 | $684K | Buy |
4,584
+480
| +12% | +$67.8K | 0.26% | 81 |
|
|
2015
Q4 | $613K | Buy |
+4,104
| New | +$583K | 0.23% | 86 |
|
Other funds holding GE
Institutional & Family Asset Management's GE Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its GE Aerospace (GE) stake by 21% in Q2 2024, selling an estimated $32.1K and leaving 743 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #178.
Institutional & Family Asset Management first reported a position in GE in Q4 2015 and has held it in 35 quarters since. The position peaked at $687K in Q2 2017. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.
- Institutional & Family Asset Management held 743 shares of GE Aerospace worth $118K as of Q2 2024.
- Institutional & Family Asset Management sold 201 GE Aerospace shares in Q2 2024, an estimated $32.1K.
- GE Aerospace made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #178 holding.
- Institutional & Family Asset Management first reported a position in GE Aerospace in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's GE Aerospace position peaked at $687K in Q2 2017.
- 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.