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LifePlan Financial Group’s GE Aerospace GE Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$9K Hold
275
– – ﹤0.01% 415
2020
Q2 		$9K Hold
275
– – ﹤0.01% 419
2020
Q1 		$11K Sell
275
-30
-10% -$1.6K 0.01% 387
2019
Q4 		$17K Buy
305
+30
+11% +$1.55K 0.01% 366
2019
Q3 		$12K Hold
275
– – 0.01% 399
2019
Q2 		$14K Hold
275
– – 0.01% 378
2019
Q1 		$14K Buy
275
+10
+4% +$471 0.01% 377
2018
Q4 		$10K Sell
265
-167
-39% -$7.54K 0.01% 384
2018
Q3 		$23K Hold
432
– – 0.01% 321
2018
Q2 		$28K Sell
432
-156
-27% -$10.4K 0.02% 295
2018
Q1 		$38K Sell
588
-4,048
-87% -$300K 0.02% 258
2017
Q4 		$537K Hold
4,636
– – 0.34% 55
2017
Q3 		$537K Sell
4,636
-99
-2% -$12K 0.34% 55
2017
Q2 		$613K Buy
4,735
+32
+0.7% +$4.39K 0.42% 50
2017
Q1 		$672K Sell
4,703
-333
-7% -$48.2K 0.47% 49
2016
Q4 		$763K Buy
5,036
+106
+2% +$15.4K 0.54% 55
2016
Q3 		$700K Buy
4,930
+107
+2% +$16K 0.48% 49
2016
Q2 		$728K Buy
4,823
+362
+8% +$52.8K 0.5% 46
2016
Q1 		$680K Sell
4,461
-187
-4% -$26.4K 0.48% 45
2015
Q4 		$694K Buy
4,648
+1,128
+32% +$160K 0.49% 45
2015
Q3 		$425K Sell
3,520
-783
-18% -$96K 0.31% 55
2015
Q2 		$548K Buy
4,303
+149
+4% +$19.3K 0.37% 60
2015
Q1 		$494K Sell
4,154
-160
-4% -$19K 0.33% 39
2014
Q4 		$522K Buy
4,314
+478
+12% +$58.8K 0.35% 40
2014
Q3 		$471K Buy
3,836
+2
+0.1% +$249 0.4% 41
2014
Q2 		$483K Sell
3,834
-15
-0.4% -$1.91K 0.34% 41
2014
Q1 		$478K Sell
3,849
-44
-1% -$5.43K 0.38% 38
2013
Q4 		$523K Buy
3,893
+314
+9% +$39.5K 0.36% 36
2013
Q3 		$410K Buy
3,579
+1,212
+51% +$139K 0.33% 36
2013
Q2 		$263K Buy
+2,367
New +$262K 0.29% 39

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

LifePlan Financial Group's GE Position: Q3 2020 in Review

LifePlan Financial Group held its GE Aerospace (GE) position steady in Q3 2020 at 275 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

LifePlan Financial Group first reported a position in GE in Q2 2013 and has held it in 30 quarters since. The position peaked at $763K in Q4 2016. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

  • LifePlan Financial Group held 275 shares of GE Aerospace worth $9K as of Q3 2020.
  • LifePlan Financial Group left its GE Aerospace share count unchanged in Q3 2020.
  • GE Aerospace made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #415 holding.
  • LifePlan Financial Group first reported a position in GE Aerospace in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's GE Aerospace position peaked at $763K in Q4 2016.
  • 1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.