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Lee Financial’s GE Aerospace GE Stock Holding History

Lee Financial’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
Q1 		– Sell
-219
Closed -$22.4K – 421
2023
Q4 		$22.4K Buy
219
+156
+248% +$14.5K ﹤0.01% 308
2023
Q3 		$5.59K Hold
63
– – ﹤0.01% 502
2023
Q2 		$5.55K Sell
63
-344
-85% -$27.9K ﹤0.01% 490
2023
Q1 		$31.1K Sell
407
-261
-39% -$17.5K 0.01% 268
2022
Q4 		$34.9K Sell
668
-14
-2% -$688 0.01% 278
2022
Q3 		$26K Buy
682
+24
+4% +$1.05K ﹤0.01% 304
2022
Q2 		$26K Sell
658
-135
-17% -$6.54K ﹤0.01% 304
2022
Q1 		$45K Buy
793
+114
+17% +$6.8K 0.01% 248
2021
Q4 		$40K Sell
679
-22
-3% -$1.38K 0.01% 278
2021
Q3 		$45K Sell
701
-13
-2% -$836 0.01% 240
2021
Q2 		$48K Sell
714
-115
-14% -$7.67K 0.01% 235
2021
Q1 		$54K Buy
829
+803
+3,088% +$48.6K 0.01% 226
2020
Q4 		$1K Sell
26
-21
-45% -$941 ﹤0.01% 457
2020
Q3 		$1K Buy
47
+7
+18% +$228 ﹤0.01% 516
2020
Q2 		$1K Hold
40
– – ﹤0.01% 507
2020
Q1 		$2K Hold
40
– – ﹤0.01% 438
2019
Q4 		$2K Sell
40
-132
-77% -$6.82K ﹤0.01% 466
2019
Q3 		$8K Buy
172
+131
+320% +$6.16K ﹤0.01% 381
2019
Q2 		$2K Buy
41
+1
+3% +$49 ﹤0.01% 486
2019
Q1 		$2K Buy
40
+12
+43% +$565 ﹤0.01% 476
2018
Q4 		$1K Sell
28
-174
-86% -$7.86K ﹤0.01% 426
2018
Q3 		$11K Sell
202
-1,105
-85% -$68.1K ﹤0.01% 307
2018
Q2 		$85K Sell
1,307
-175
-12% -$11.7K 0.02% 225
2018
Q1 		$96K Buy
1,482
+426
+40% +$31.6K 0.02% 211
2017
Q4 		$88K Sell
1,056
-2,457
-70% -$235K 0.03% 163
2017
Q3 		$407K Sell
3,513
-9,276
-73% -$1.12M 0.13% 83
2017
Q2 		$1.66M Sell
12,789
-6,561
-34% -$899K 0.61% 31
2017
Q1 		$2.76M Sell
19,350
-9,437
-33% -$1.37M 1.1% 20
2016
Q4 		$4.36M Buy
+28,787
New +$4.18M 2.44% 5

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lee Financial's GE Position: Q1 2024 in Review

Lee Financial sold out of GE Aerospace (GE) in Q1 2024, closing a stake of 219 shares — an estimated $22.4K sold.

Lee Financial first reported a position in GE in Q4 2016 and held it in 29 quarters. The position peaked at $4.36M in Q4 2016. 2,193 funds tracked by Wall St. Rank hold GE as of Q1 2024.

  • Lee Financial reported no remaining GE Aerospace position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 219 GE Aerospace shares in Q1 2024, an estimated $22.4K.
  • Lee Financial first reported a position in GE Aerospace in Q4 2016 and held it in 29 quarters.
  • Lee Financial's GE Aerospace position peaked at $4.36M in Q4 2016.
  • 2,193 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.