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Keudell/Morrison Wealth Management’s GE Aerospace GE Stock Holding History

Keudell/Morrison Wealth Management’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
-3,305
Closed -$212K – 191
2021
Q3 		$212K Buy
3,305
+411
+14% +$26.4K 0.09% 167
2021
Q2 		$194K Buy
2,894
+388
+15% +$25.9K 0.11% 165
2021
Q1 		$164K Sell
2,506
-215
-8% -$13K 0.1% 164
2020
Q4 		$146K Sell
2,721
-294
-10% -$13.2K 0.09% 154
2020
Q3 		$94K Buy
3,015
+35
+1% +$1.14K 0.06% 145
2020
Q2 		$101K Sell
2,980
-81
-3% -$2.73K 0.08% 139
2020
Q1 		$121K Buy
3,061
+261
+9% +$13.9K 0.12% 131
2019
Q4 		$156K Sell
2,800
-149
-5% -$7.7K 0.11% 150
2019
Q3 		$131K Sell
2,949
-294
-9% -$13.8K 0.11% 148
2019
Q2 		$153K Sell
3,243
-219
-6% -$10.8K 0.13% 137
2019
Q1 		$172K Buy
+3,462
New +$163K 0.15% 134

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Keudell/Morrison Wealth Management's GE Position: Q4 2021 in Review

Keudell/Morrison Wealth Management sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 3,305 shares — an estimated $212K sold.

Keudell/Morrison Wealth Management first reported a position in GE in Q1 2019 and held it in 11 quarters. The position peaked at $212K in Q3 2021. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

  • Keudell/Morrison Wealth Management reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,305 GE Aerospace shares in Q4 2021, an estimated $212K.
  • Keudell/Morrison Wealth Management first reported a position in GE Aerospace in Q1 2019 and held it in 11 quarters.
  • Keudell/Morrison Wealth Management's GE Aerospace position peaked at $212K in Q3 2021.
  • 1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.