Meristem Family Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $666K | Sell |
11,680
-4,819
| -29% | -$288K | 0.07% | 154 |
|
|
2021
Q4 | $971K | Sell |
16,499
-277
| -2% | -$17.4K | 0.08% | 137 |
|
|
2021
Q3 | $1.08M | Buy |
+16,776
| New | +$1.08M | 0.1% | 117 |
|
|
2021
Q2 | – | Sell |
-13,878
| Closed | -$908K | – | 326 |
|
|
2021
Q1 | $908K | Sell |
13,878
-1,270
| -8% | -$76.9K | 0.18% | 71 |
|
|
2020
Q4 | $815K | Sell |
15,148
-1,021
| -6% | -$45.7K | 0.17% | 72 |
|
|
2020
Q3 | $502K | Buy |
16,169
+27
| +0.2% | +$878 | 0.13% | 98 |
|
|
2020
Q2 | $550K | Sell |
16,142
-3,545
| -18% | -$120K | 0.15% | 88 |
|
|
2020
Q1 | $779K | Sell |
19,687
-68
| -0.3% | -$3.63K | 0.24% | 62 |
|
|
2019
Q4 | $1.1M | Hold |
19,755
| – | – | 0.27% | 54 |
|
|
2019
Q3 | $880K | Buy |
19,755
+2,973
| +18% | +$140K | 0.24% | 61 |
|
|
2019
Q2 | $878K | Buy |
16,782
+100
| +0.6% | +$4.92K | 0.27% | 57 |
|
|
2019
Q1 | $831K | Sell |
16,682
-1,597
| -9% | -$75.2K | 0.28% | 51 |
|
|
2018
Q4 | $663K | Buy |
18,279
+3,707
| +25% | +$167K | 0.24% | 56 |
|
|
2018
Q3 | $788K | Sell |
14,572
-78
| -0.5% | -$4.81K | 0.27% | 49 |
|
|
2018
Q2 | $956K | Sell |
14,650
-4,463
| -23% | -$298K | 0.34% | 43 |
|
|
2018
Q1 | $1.24M | Buy |
19,113
+1,054
| +6% | +$78.1K | 0.44% | 33 |
|
|
2017
Q4 | $1.51M | Sell |
18,059
-443
| -2% | -$42.3K | 0.55% | 27 |
|
|
2017
Q3 | $2.14M | Buy |
18,502
+494
| +3% | +$59.7K | 0.86% | 21 |
|
|
2017
Q2 | $2.33M | Sell |
18,008
-36
| -0.2% | -$4.93K | 0.96% | 20 |
|
|
2017
Q1 | $2.58M | Sell |
18,044
-2,546
| -12% | -$369K | 1.02% | 16 |
|
|
2016
Q4 | $3.12M | Sell |
20,590
-1,027
| -5% | -$149K | 1.27% | 13 |
|
|
2016
Q3 | $3.07M | Buy |
21,617
+4,027
| +23% | +$601K | 1.29% | 12 |
|
|
2016
Q2 | $2.65M | Sell |
17,590
-292
| -2% | -$42.6K | 1.17% | 14 |
|
|
2016
Q1 | $2.72M | Buy |
17,882
+58
| +0.3% | +$8.19K | 1.2% | 12 |
|
|
2015
Q4 | $2.66M | Sell |
17,824
-1,214
| -6% | -$172K | 1.04% | 17 |
|
|
2015
Q3 | $2.3M | Sell |
19,038
-96
| -0.5% | -$11.8K | 1.21% | 16 |
|
|
2015
Q2 | $2.44M | Sell |
19,134
-1,577
| -8% | -$205K | 1.07% | 17 |
|
|
2015
Q1 | $2.46M | Buy |
20,711
+139
| +0.7% | +$16.5K | 1.03% | 18 |
|
|
2014
Q4 | $2.49M | Buy |
20,572
+13
| +0.1% | +$1.6K | 0.91% | 18 |
|
|
2014
Q3 | $2.52M | Sell |
20,559
-332
| -2% | -$41.4K | 1.08% | 16 |
|
|
2014
Q2 | $2.63M | Buy |
20,891
+1,099
| +6% | +$140K | 1.1% | 16 |
|
|
2014
Q1 | $2.46M | Sell |
19,792
-707
| -3% | -$87.3K | 1.07% | 18 |
|
|
2013
Q4 | $2.75M | Sell |
20,499
-682
| -3% | -$85.9K | 1.13% | 16 |
|
|
2013
Q3 | $2.42M | Buy |
21,181
+3
| +0% | +$344 | 1.12% | 16 |
|
|
2013
Q2 | $2.35M | Buy |
+21,178
| New | +$2.34M | 1.09% | 17 |
|
Other funds holding GE
Meristem Family Wealth's GE Position: Q1 2022 in Review
Meristem Family Wealth reduced its GE Aerospace (GE) stake by 29% in Q1 2022, selling an estimated $288K and leaving 11,680 shares worth $666K. The position accounts for 0.07% of the portfolio, ranked #154.
Meristem Family Wealth first reported a position in GE in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.12M in Q4 2016. 1,564 funds tracked by Wall St. Rank hold GE as of Q1 2022.
- Meristem Family Wealth held 11,680 shares of GE Aerospace worth $666K as of Q1 2022.
- Meristem Family Wealth sold 4,819 GE Aerospace shares in Q1 2022, an estimated $288K.
- GE Aerospace made up 0.07% of Meristem Family Wealth's portfolio in Q1 2022, its #154 holding.
- Meristem Family Wealth first reported a position in GE Aerospace in Q2 2013 and has held it in 35 quarters since.
- Meristem Family Wealth's GE Aerospace position peaked at $3.12M in Q4 2016.
- 1,564 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.