Kore Private Wealth’s GE Aerospace GE Stock Holding History

Kore Private Wealth’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
2022 Q1	–	Sell	-3,573	Closed	-$210K	–	325
2021 Q4	$210K	Sell	3,573 -443	-11%	-$27.8K	0.03%	282
2021 Q3	$258K	Sell	4,016 -2	-0%	-$129	0.03%	361
2021 Q2	$270K	Sell	4,018 -524	-12%	-$35K	0.03%	335
2021 Q1	$297K	Buy	4,542 +6	+0.1%	+$363	0.04%	273
2020 Q4	$244K	Sell	4,536 -7	-0.2%	-$314	0.04%	277
2020 Q3	$141K	Sell	4,543 -284	-6%	-$9.23K	0.03%	255
2020 Q2	$164K	Buy	4,827 +24	+0.5%	+$809	0.03%	262
2020 Q1	$190K	Buy	4,803 +20	+0.4%	+$1.07K	0.05%	214
2019 Q4	$266K	Sell	4,783 -1,580	-25%	-$81.6K	0.05%	210
2019 Q3	$273K	Hold	6,363	–	–	0.06%	184
2019 Q2	$333K	Hold	6,363	–	–	0.08%	160
2019 Q1	$317K	Sell	6,363 -382	-6%	-$18K	0.07%	155
2018 Q4	$245K	Buy	+6,745	New	+$305K	0.07%	178

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Kore Private Wealth's GE Position: Q1 2022 in Review

Kore Private Wealth sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 3,573 shares — an estimated $210K sold.

Kore Private Wealth first reported a position in GE in Q4 2018 and held it in 13 quarters. The position peaked at $333K in Q2 2019. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

Kore Private Wealth reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
Kore Private Wealth sold 3,573 GE Aerospace shares in Q1 2022, an estimated $210K.
Kore Private Wealth first reported a position in GE Aerospace in Q4 2018 and held it in 13 quarters.
Kore Private Wealth's GE Aerospace position peaked at $333K in Q2 2019.
1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.