Laurel Wealth Advisors (California)’s GE Aerospace GE Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$799K	Sell	15,308 -3,549	-19%	-$174K	0.08%	264
2022 Q3	$727K	Sell	18,857 -228	-1%	-$10K	0.08%	271
2022 Q2	$757K	Sell	19,085 -35	-0.2%	-$1.7K	0.08%	261
2022 Q1	$1.09M	Sell	19,120 -34	-0.2%	-$2.03K	0.09%	228
2021 Q4	$1.13M	Buy	19,154 +4,838	+34%	+$304K	0.09%	231
2021 Q3	$919K	Sell	14,316 -16	-0.1%	-$1.03K	0.17%	146
2021 Q2	$961K	Buy	14,332 +106	+0.7%	+$7.07K	0.12%	180
2021 Q1	$931K	Buy	14,226 +1,993	+16%	+$121K	0.14%	167
2020 Q4	$658K	Sell	12,233 -2,436	-17%	-$109K	0.1%	199
2020 Q3	$456K	Buy	14,669 +1,577	+12%	+$51.3K	0.08%	237
2020 Q2	$446K	Sell	13,092 -1,765	-12%	-$59.5K	0.08%	234
2020 Q1	$588K	Buy	14,857 +753	+5%	+$40.1K	0.14%	175
2019 Q4	$785K	Sell	14,104 -4,933	-26%	-$255K	0.13%	182
2019 Q3	$848K	Buy	19,037 +1,955	+11%	+$91.9K	0.15%	169
2019 Q2	$894K	Sell	17,082 -1,324	-7%	-$65.2K	0.2%	135
2019 Q1	$916K	Sell	18,406 -3,877	-17%	-$183K	0.23%	120
2018 Q4	$808K	Sell	22,283 -3,904	-15%	-$176K	0.24%	111
2018 Q3	$1.42M	Sell	26,187 -1,171	-4%	-$72.2K	0.35%	75
2018 Q2	$1.78M	Sell	27,358 -1,745	-6%	-$116K	0.48%	53
2018 Q1	$1.88M	Buy	29,103 +3,056	+12%	+$226K	0.58%	40
2017 Q4	$2.18M	Sell	26,047 -12,151	-32%	-$1.16M	0.63%	37
2017 Q3	$4.43M	Sell	38,198 -5,616	-13%	-$679K	1.48%	8
2017 Q2	$5.67M	Buy	43,814 +2,702	+7%	+$370K	2.02%	4
2017 Q1	$5.87M	Buy	41,112 +4,021	+11%	+$582K	2.26%	3
2016 Q4	$5.62M	Sell	37,091 -202	-0.5%	-$29.3K	2.49%	2
2016 Q3	$5.29M	Sell	37,293 -107	-0.3%	-$16K	2.5%	3
2016 Q2	$5.64M	Buy	37,400 +2,886	+8%	+$421K	2.71%	3
2016 Q1	$5.26M	Sell	34,514 -742	-2%	-$105K	2.64%	2
2015 Q4	$5.26M	Buy	+35,256	New	+$5.01M	2.72%	2

Other funds holding GE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Laurel Wealth Advisors (California)'s GE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its GE Aerospace (GE) stake by 19% in Q4 2022, selling an estimated $174K and leaving 15,308 shares worth $799K. The position accounts for 0.08% of the portfolio, ranked #264.

Laurel Wealth Advisors (California) first reported a position in GE in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.87M in Q1 2017. 1,572 funds tracked by Wall St. Rank hold GE as of Q4 2022.

Laurel Wealth Advisors (California) held 15,308 shares of GE Aerospace worth $799K as of Q4 2022.
Laurel Wealth Advisors (California) sold 3,549 GE Aerospace shares in Q4 2022, an estimated $174K.
GE Aerospace made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #264 holding.
Laurel Wealth Advisors (California) first reported a position in GE Aerospace in Q4 2015 and has held it in 29 quarters since.
Laurel Wealth Advisors (California)'s GE Aerospace position peaked at $5.87M in Q1 2017.
1,572 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.