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Life Planning Partners’s GE Aerospace GE Stock Holding History

Life Planning 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
2022
Q3 		$29.4K Hold
762
– – 0.03% 106
2022
Q2 		$31K Hold
762
– – 0.03% 104
2022
Q1 		$43K Sell
762
-15
-2% -$895 0.04% 96
2021
Q4 		$46K Buy
+777
New +$48.8K 0.05% 92

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Life Planning Partners's GE Position: Q3 2022 in Review

Life Planning Partners held its GE Aerospace (GE) position steady in Q3 2022 at 762 shares worth $29.4K. The position accounts for 0.03% of the portfolio, ranked #106.

Life Planning Partners first reported a position in GE in Q4 2021 and has held it in 4 quarters since. The position peaked at $46K in Q4 2021. 1,426 funds tracked by Wall St. Rank hold GE as of Q3 2022.

  • Life Planning Partners held 762 shares of GE Aerospace worth $29.4K as of Q3 2022.
  • Life Planning Partners left its GE Aerospace share count unchanged in Q3 2022.
  • GE Aerospace made up 0.03% of Life Planning Partners's portfolio in Q3 2022, its #106 holding.
  • Life Planning Partners first reported a position in GE Aerospace in Q4 2021 and has held it in 4 quarters since.
  • Life Planning Partners's GE Aerospace position peaked at $46K in Q4 2021.
  • 1,426 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.