Lountzis Asset Management’s GE Aerospace GE Stock Holding History

Lountzis Asset Management’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 Q4	–	Sell	-538	Closed	-$34.5K	–	54
2021 Q3	$34.5K	Sell	538 -1	-0.2%	-$64	0.02%	61
2021 Q2	$36K	Hold	539	–	–	0.02%	59
2021 Q1	$35.3K	Hold	539	–	–	0.02%	56
2020 Q4	$29K	Hold	539	–	–	0.02%	60
2020 Q3	$17K	Hold	539	–	–	0.01%	56
2020 Q2	$18K	Buy	+539	New	+$18.2K	0.02%	55

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lountzis Asset Management's GE Position: Q4 2021 in Review

Lountzis Asset Management sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 538 shares — an estimated $34.5K sold.

Lountzis Asset Management first reported a position in GE in Q2 2020 and held it in 6 quarters. The position peaked at $36K in Q2 2021. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Lountzis Asset Management reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 538 GE Aerospace shares in Q4 2021, an estimated $34.5K.
Lountzis Asset Management first reported a position in GE Aerospace in Q2 2020 and held it in 6 quarters.
Lountzis Asset Management's GE Aerospace position peaked at $36K in Q2 2021.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.