Lehman & Derafelo Financial Resources’s GE Aerospace GE Stock Holding History

Lehman & Derafelo Financial Resources’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	$320K	Sell	6,139 -803	-12%	-$39.5K	0.1%	81
2022 Q3	$268K	Hold	6,942	–	–	0.08%	79
2022 Q2	$275K	Hold	6,942	–	–	0.09%	84
2022 Q1	$396K	Hold	6,942	–	–	0.11%	74
2021 Q4	$409K	Sell	6,942 -337	-5%	-$21.2K	0.12%	67
2021 Q3	$467K	Sell	7,279 -49,718	-87%	-$3.2M	0.15%	62
2021 Q2	$3.82M	Sell	56,997 -81	-0.1%	-$5.4K	1.05%	16
2021 Q1	$3.73M	Hold	57,078	–	–	1.05%	17
2020 Q4	$3.07M	Sell	57,078 -4,023	-7%	-$180K	0.92%	18
2020 Q3	$1.9M	Sell	61,101 -1,404	-2%	-$45.6K	0.6%	29
2020 Q2	$2.13M	Buy	62,505 +8,226	+15%	+$277K	0.74%	25
2020 Q1	$2.15M	Sell	54,279 -361	-0.7%	-$19.2K	0.89%	23
2019 Q4	$3.04M	Sell	54,640 -13	-0%	-$672	1.09%	20
2019 Q3	$2.44M	Buy	54,653 +13	+0%	+$611	0.93%	24
2019 Q2	$2.86M	Buy	54,640 +16	+0%	+$788	1.17%	19
2019 Q1	$2.72M	Sell	54,624 -1,767	-3%	-$83.2K	1.17%	19
2018 Q4	$2.05M	Buy	+56,391	New	+$2.55M	1.02%	21

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

Lehman & Derafelo Financial Resources's GE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its GE Aerospace (GE) stake by 12% in Q4 2022, selling an estimated $39.5K and leaving 6,139 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #81.

Lehman & Derafelo Financial Resources first reported a position in GE in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.82M in Q2 2021. 1,572 funds tracked by Wall St. Rank hold GE as of Q4 2022.

Lehman & Derafelo Financial Resources held 6,139 shares of GE Aerospace worth $320K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 803 GE Aerospace shares in Q4 2022, an estimated $39.5K.
GE Aerospace made up 0.1% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #81 holding.
Lehman & Derafelo Financial Resources first reported a position in GE Aerospace in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's GE Aerospace position peaked at $3.82M in Q2 2021.
1,572 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.