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	$25K	Sell	803 -1,926	-71%	-$62.6K	﹤0.01%	98
2020 Q2	$93K	Hold	2,729	–	–	0.02%	87
2020 Q1	$109K	Buy	2,729 +402	+17%	+$21.4K	0.02%	81
2019 Q4	$130K	Buy	2,327 +381	+20%	+$19.7K	0.02%	91
2019 Q3	$87K	Hold	1,946	–	–	0.02%	114
2019 Q2	$103K	Buy	1,946 +1,505	+341%	+$74.1K	0.02%	117
2019 Q1	$22K	Sell	441 -1,729	-80%	-$81.4K	﹤0.01%	117
2018 Q4	$79K	Sell	2,170 -334	-13%	-$15.1K	0.02%	101
2018 Q3	$135K	Hold	2,504	–	–	0.03%	85
2018 Q2	$163K	Buy	2,504 +1,148	+85%	+$76.6K	0.04%	76
2018 Q1	$88K	Buy	+1,356	New	+$100K	0.02%	72

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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. 1,728 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.
1,728 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.