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Milestone Investment Advisors’s GE Aerospace GE Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-129
Closed -$11.3K – 242
2023
Q3 		$11.3K Buy
+129
New +$11.6K ﹤0.01% 290
2023
Q2 		– Sell
-128
Closed -$9.79K – 237
2023
Q1 		$9.79K Buy
+128
New +$8.56K ﹤0.01% 299

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's GE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of GE Aerospace (GE) in Q4 2023, closing a stake of 129 shares — an estimated $11.3K sold.

Milestone Investment Advisors first reported a position in GE in Q1 2023 and held it in 2 quarters. The position peaked at $11.3K in Q3 2023. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining GE Aerospace position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 129 GE Aerospace shares in Q4 2023, an estimated $11.3K.
  • Milestone Investment Advisors first reported a position in GE Aerospace in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's GE Aerospace position peaked at $11.3K in Q3 2023.
  • 1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.