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Legacy Wealth Planning’s GE Aerospace GE Stock Holding History

Legacy Wealth Planning’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
Q3 		– Sell
-3,084
Closed -$207K – 100
2021
Q2 		$207K Hold
3,084
– – 0.24% 92
2021
Q1 		$202K Sell
3,084
-407
-12% -$24.6K 0.26% 88
2020
Q4 		$188K Sell
3,491
-69
-2% -$3.09K 0.24% 82
2020
Q3 		$111K Buy
3,560
+332
+10% +$10.8K 0.13% 78
2020
Q2 		$110K Sell
3,228
-100
-3% -$3.37K 0.13% 76
2020
Q1 		$132K Hold
3,328
– – 0.21% 69
2019
Q4 		$185K Buy
+3,328
New +$172K 0.21% 78

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Legacy Wealth Planning's GE Position: Q3 2021 in Review

Legacy Wealth Planning sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 3,084 shares — an estimated $207K sold.

Legacy Wealth Planning first reported a position in GE in Q4 2019 and held it in 7 quarters. The position peaked at $207K in Q2 2021. 1,600 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Legacy Wealth Planning reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
  • Legacy Wealth Planning sold 3,084 GE Aerospace shares in Q3 2021, an estimated $207K.
  • Legacy Wealth Planning first reported a position in GE Aerospace in Q4 2019 and held it in 7 quarters.
  • Legacy Wealth Planning's GE Aerospace position peaked at $207K in Q2 2021.
  • 1,600 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Legacy Wealth Planning's 13F filing for Q3 2021, filed 12 Nov 2021.