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Lake Street Advisors Group’s GE Aerospace GE Stock Holding History

Lake Street Advisors 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
Q4 		$1.06M Buy
6,367
+168
+3% +$30K 0.05% 217
2024
Q3 		$1.17M Buy
6,199
+119
+2% +$20.2K 0.05% 194
2024
Q2 		$967K Sell
6,080
-1,814
-23% -$290K 0.05% 217
2024
Q1 		$1.11M Sell
7,894
-755
-9% -$89K 0.05% 214
2023
Q4 		$882K Buy
+8,649
New +$801K 0.04% 239
2021
Q2 		– Sell
-3,405
Closed -$223K – 339
2021
Q1 		$223K Sell
3,405
-606
-15% -$36.7K 0.02% 289
2020
Q4 		$216K Buy
4,011
+932
+30% +$41.8K 0.02% 282
2020
Q3 		$96K Sell
3,079
-1,231
-29% -$40K 0.01% 281
2020
Q2 		$147K Buy
4,310
+61
+1% +$2.06K 0.01% 264
2020
Q1 		$168K Sell
4,249
-1,944
-31% -$104K 0.02% 231
2019
Q4 		$344K Buy
6,193
+2,329
+60% +$120K 0.03% 160
2019
Q3 		$142K Sell
3,864
-2,009
-34% -$94.4K 0.02% 218
2019
Q2 		$307K Buy
5,873
+1,055
+22% +$51.9K 0.03% 150
2019
Q1 		$240K Buy
4,818
+1,352
+39% +$63.7K 0.03% 184
2018
Q4 		$126K Buy
+3,466
New +$156K 0.02% 192
2018
Q3 		– Sell
-6,572
Closed -$429K – 256
2018
Q2 		$429K Buy
6,572
+118
+2% +$7.87K 0.04% 174
2018
Q1 		$417K Sell
6,454
-652
-9% -$48.3K 0.05% 152
2017
Q4 		$594K Buy
+7,106
New +$678K 0.07% 117

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

Lake Street Advisors Group's GE Position: Q4 2024 in Review

Lake Street Advisors Group increased its GE Aerospace (GE) stake by 2.7% in Q4 2024, buying an estimated $30K and bringing the position to 6,367 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #217.

Lake Street Advisors Group first reported a position in GE in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.17M in Q3 2024. 2,447 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Lake Street Advisors Group held 6,367 shares of GE Aerospace worth $1.06M as of Q4 2024.
  • Lake Street Advisors Group bought 168 GE Aerospace shares in Q4 2024, an estimated $30K.
  • GE Aerospace made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #217 holding.
  • Lake Street Advisors Group first reported a position in GE Aerospace in Q4 2017 and has held it in 18 quarters since.
  • Lake Street Advisors Group's GE Aerospace position peaked at $1.17M in Q3 2024.
  • 2,447 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.