KIG
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Kowal Investment Group’s GE Aerospace GE Stock Holding History

Kowal Investment Group’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
2024
Q3 		$1.36M Sell
7,230
-406
-5% -$68.8K 0.25% 59
2024
Q2 		$1.21M Sell
7,636
-1,908
-20% -$305K 0.24% 62
2024
Q1 		$1.34M Sell
9,544
-56
-0.6% -$6.6K 0.29% 55
2023
Q4 		$978K Buy
9,600
+141
+1% +$13.1K 0.23% 63
2023
Q3 		$835K Sell
9,459
-113
-1% -$10.2K 0.23% 62
2023
Q2 		$839K Sell
9,572
-377
-4% -$30.5K 0.22% 60
2023
Q1 		$759K Sell
9,949
-426
-4% -$28.5K 0.22% 61
2022
Q4 		$542K Buy
10,375
+236
+2% +$11.6K 0.16% 74
2022
Q3 		$391K Buy
10,139
+6
+0.1% +$264 0.13% 81
2022
Q2 		$402K Sell
10,133
-91
-0.9% -$4.41K 0.13% 78
2022
Q1 		$583K Buy
10,224
+51
+0.5% +$3.04K 0.18% 52
2021
Q4 		$599K Sell
10,173
-270
-3% -$17K 0.18% 44
2021
Q3 		$670K Sell
10,443
-72
-0.7% -$4.63K 0.21% 39
2021
Q2 		$705K Buy
10,515
+346
+3% +$23.1K 0.25% 40
2021
Q1 		$665K Buy
10,169
+36
+0.4% +$2.18K 0.27% 35
2020
Q4 		$595K Buy
+10,133
New +$454K 0.28% 37

Other funds holding GE

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kowal Investment Group's GE Position: Q3 2024 in Review

Kowal Investment Group reduced its GE Aerospace (GE) stake by 5.3% in Q3 2024, selling an estimated $68.8K and leaving 7,230 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #59.

Kowal Investment Group first reported a position in GE in Q4 2020 and has held it in 16 quarters since. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

  • Kowal Investment Group held 7,230 shares of GE Aerospace worth $1.36M as of Q3 2024.
  • Kowal Investment Group sold 406 GE Aerospace shares in Q3 2024, an estimated $68.8K.
  • GE Aerospace made up 0.25% of Kowal Investment Group's portfolio in Q3 2024, its #59 holding.
  • Kowal Investment Group first reported a position in GE Aerospace in Q4 2020 and has held it in 16 quarters since.
  • 2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.