Johanson Financial Advisors’s GE Aerospace GE Stock Holding History

Johanson Financial 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 Q1	–	Sell	-12,011	Closed	-$5.36M	–	145
2019 Q4	$5.36M	Buy	+12,011	New	+$621K	0.25%	62
2017 Q4	–	Sell	-1,815	Closed	-$211K	–	86
2017 Q3	$211K	Sell	1,815 -852	-32%	-$103K	0.15%	85
2017 Q2	$344K	Sell	2,667 -318	-11%	-$43.6K	0.28%	60
2017 Q1	$427K	Buy	+2,985	New	+$432K	0.38%	50
2016 Q4	–	Sell	-3,755	Closed	-$534K	–	27
2016 Q3	$534K	Sell	3,755 -69	-2%	-$10.3K	0.57%	44
2016 Q2	$575K	Sell	3,824 -346	-8%	-$50.5K	0.68%	39
2016 Q1	$633K	Sell	4,170 -91	-2%	-$12.9K	0.78%	35
2015 Q4	$636K	Buy	+4,261	New	+$605K	0.83%	34

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Johanson Financial Advisors's GE Position: Q1 2020 in Review

Johanson Financial Advisors sold out of GE Aerospace (GE) in Q1 2020, closing a stake of 12,011 shares — an estimated $5.36M sold.

Johanson Financial Advisors first reported a position in GE in Q4 2015 and held it in 8 quarters. The position peaked at $5.36M in Q4 2019. 1,828 funds tracked by Wall St. Rank hold GE as of Q1 2020.

Johanson Financial Advisors reported no remaining GE Aerospace position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 12,011 GE Aerospace shares in Q1 2020, an estimated $5.36M.
Johanson Financial Advisors first reported a position in GE Aerospace in Q4 2015 and held it in 8 quarters.
Johanson Financial Advisors's GE Aerospace position peaked at $5.36M in Q4 2019.
1,828 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.