Ironwood Financial’s GE Aerospace GE Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-769	Closed	-$49K	–	274
2021 Q3	$49K	Sell	769 -7	-0.9%	-$450	0.01%	195
2021 Q2	$52K	Sell	776 -66	-8%	-$4.4K	0.02%	184
2021 Q1	$55K	Hold	842	–	–	0.02%	172
2020 Q4	$45K	Buy	842 +454	+117%	+$20.3K	0.02%	170
2020 Q3	$12K	Hold	388	–	–	0.01%	247
2020 Q2	$13K	Hold	388	–	–	0.01%	226
2020 Q1	$15K	Sell	388 -61	-14%	-$3.25K	0.01%	179
2019 Q4	$25K	Hold	449	–	–	0.01%	178
2019 Q3	$20K	Hold	449	–	–	0.01%	205
2019 Q2	$23K	Hold	449	–	–	0.01%	185
2019 Q1	$22K	Sell	449 -18	-4%	-$847	0.01%	184
2018 Q4	$17K	Hold	467	–	–	0.01%	198
2018 Q3	$25K	Buy	467 +42	+10%	+$2.59K	0.01%	172
2018 Q2	$28K	Hold	425	–	–	0.02%	130
2018 Q1	$27K	Sell	425 -77	-15%	-$5.71K	0.03%	112
2017 Q4	$42K	Sell	502 -42	-8%	-$4.01K	0.03%	91
2017 Q3	$63K	Hold	544	–	–	0.04%	75
2017 Q2	$70K	Hold	544	–	–	0.05%	71
2017 Q1	$78K	Hold	544	–	–	0.05%	69
2016 Q4	$82K	Hold	544	–	–	0.06%	69
2016 Q3	$77K	Hold	544	–	–	0.06%	72
2016 Q2	$82K	Buy	544 +209	+62%	+$30.5K	0.06%	69
2016 Q1	$51K	Buy	+335	New	+$47.3K	0.04%	85
2015 Q3	$48K	Sell	391 -41	-9%	-$5.03K	0.02%	117
2015 Q2	$55K	Buy	432 +165	+62%	+$21.4K	0.03%	113
2015 Q1	$31K	Buy	267 +120	+82%	+$14.3K	0.01%	137
2014 Q4	$18K	Buy	+147	New	+$18.1K	0.01%	142

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Ironwood Financial's GE Position: Q4 2021 in Review

Ironwood Financial sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 769 shares — an estimated $49K sold.

Ironwood Financial first reported a position in GE in Q4 2014 and held it in 27 quarters. The position peaked at $82K in Q4 2016. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Ironwood Financial reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 769 GE Aerospace shares in Q4 2021, an estimated $49K.
Ironwood Financial first reported a position in GE Aerospace in Q4 2014 and held it in 27 quarters.
Ironwood Financial's GE Aerospace position peaked at $82K in Q4 2016.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.