Kays Financial Advisory’s GE Aerospace GE Stock Holding History

Kays Financial Advisory’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	$57K	Sell	1,848 -205	-10%	-$6.66K	0.01%	95
2020 Q2	$70K	Buy	2,053 +261	+15%	+$8.8K	0.01%	88
2020 Q1	$71K	Sell	1,792 -424	-19%	-$22.6K	0.01%	82
2019 Q4	$123K	Sell	2,216 -5,387	-71%	-$278K	0.02%	93
2019 Q3	$338K	Sell	7,603 -97	-1%	-$4.56K	0.06%	90
2019 Q2	$403K	Buy	7,700 +374	+5%	+$18.4K	0.07%	83
2019 Q1	$365K	Buy	7,326 +5,478	+296%	+$258K	0.07%	85
2018 Q4	$67K	Buy	+1,848	New	+$83.4K	0.02%	102
2018 Q2	–	Sell	-1,093	Closed	-$72.9K	–	77
2018 Q1	$71K	Sell	1,093 -4,356	-80%	-$323K	0.02%	73
2017 Q4	$455K	Sell	5,449 -372	-6%	-$35.5K	0.13%	59
2017 Q3	$675K	Sell	5,821 -108	-2%	-$13.1K	0.22%	52
2017 Q2	$768K	Buy	5,929 +122	+2%	+$16.7K	0.26%	53
2017 Q1	$830K	Sell	5,807 -406	-7%	-$58.8K	0.3%	48
2016 Q4	$941K	Buy	6,213 +1,527	+33%	+$222K	0.37%	45
2016 Q3	$665K	Buy	4,686 +32	+0.7%	+$4.77K	0.28%	49
2016 Q2	$702K	Buy	4,654 +1	+0%	+$146	0.32%	42
2016 Q1	$709K	Sell	4,653 -1,887	-29%	-$266K	0.35%	37
2015 Q4	$976K	Buy	6,540 +115	+2%	+$16.3K	0.51%	28
2015 Q3	$777K	Buy	6,425 +2	+0%	+$245	0.44%	31
2015 Q2	$818K	Buy	6,423 +1	+0%	+$130	0.47%	23
2015 Q1	$763K	Buy	6,422 +2	+0%	+$238	0.45%	26
2014 Q4	$778K	Buy	6,420 +1	+0%	+$123	0.53%	18
2014 Q3	$788K	Buy	6,419 +2	+0%	+$249	0.57%	17
2014 Q2	$809K	Buy	6,417 +176	+3%	+$22.4K	0.58%	16
2014 Q1	$774K	Hold	6,241	–	–	0.56%	17
2013 Q4	$838K	Buy	+6,241	New	+$786K	0.63%	16

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Kays Financial Advisory's GE Position: Q3 2020 in Review

Kays Financial Advisory reduced its GE Aerospace (GE) stake by 10% in Q3 2020, selling an estimated $6.66K and leaving 1,848 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #95.

Kays Financial Advisory first reported a position in GE in Q4 2013 and has held it in 26 quarters since. The position peaked at $976K in Q4 2015. 1,727 funds tracked by Wall St. Rank hold GE as of Q3 2020.

Kays Financial Advisory held 1,848 shares of GE Aerospace worth $57K as of Q3 2020.
Kays Financial Advisory sold 205 GE Aerospace shares in Q3 2020, an estimated $6.66K.
GE Aerospace made up 0.01% of Kays Financial Advisory's portfolio in Q3 2020, its #95 holding.
Kays Financial Advisory first reported a position in GE Aerospace in Q4 2013 and has held it in 26 quarters since.
Kays Financial Advisory's GE Aerospace position peaked at $976K in Q4 2015.
1,727 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.