Legacy Capital Partners’s GE Aerospace GE Stock Holding History

Legacy Capital Partners’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
2021 Q2	–	Sell	-2,516	Closed	-$165K	–	143
2021 Q1	$165K	Sell	2,516 -229	-8%	-$13.9K	0.06%	135
2020 Q4	$148K	Buy	+2,745	New	+$123K	0.06%	132
2017 Q4	–	Sell	-2,354	Closed	-$273K	–	117
2017 Q3	$273K	Hold	2,354	–	–	0.14%	104
2017 Q2	$305K	Sell	2,354 -125	-5%	-$17.1K	0.17%	98
2017 Q1	$355K	Sell	2,479 -238	-9%	-$34.4K	0.2%	87
2016 Q4	$412K	Sell	2,717 -32	-1%	-$4.65K	0.25%	82
2016 Q3	$391K	Buy	2,749 +135	+5%	+$20.1K	0.25%	87
2016 Q2	$395K	Hold	2,614	–	–	0.25%	89
2016 Q1	$399K	Buy	2,614 +82	+3%	+$11.6K	0.26%	85
2015 Q4	$378K	Buy	2,532 +142	+6%	+$20.2K	0.24%	85
2015 Q3	$289K	Hold	2,390	–	–	0.2%	94
2015 Q2	$305K	Buy	+2,390	New	+$310K	0.2%	98

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Partners's GE Position: Q2 2021 in Review

Legacy Capital Partners sold out of GE Aerospace (GE) in Q2 2021, closing a stake of 2,516 shares — an estimated $165K sold.

Legacy Capital Partners first reported a position in GE in Q2 2015 and held it in 12 quarters. The position peaked at $412K in Q4 2016. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

Legacy Capital Partners reported no remaining GE Aerospace position as of Q2 2021 after selling out during the quarter.
Legacy Capital Partners sold 2,516 GE Aerospace shares in Q2 2021, an estimated $165K.
Legacy Capital Partners first reported a position in GE Aerospace in Q2 2015 and held it in 12 quarters.
Legacy Capital Partners's GE Aerospace position peaked at $412K in Q4 2016.
1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Legacy Capital Partners's 13F filing for Q2 2021, filed 13 Jul 2021.