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Morningstar Investment Services’s GE Aerospace GE Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-4,818
Closed -$893K – 229
2024
Q3 		$893K Buy
4,818
+813
+20% +$138K 0.01% 221
2024
Q2 		$643K Buy
4,005
+246
+7% +$39.3K 0.01% 229
2024
Q1 		$540K Sell
3,759
-1,794
-32% -$211K 0.01% 222
2023
Q4 		$569K Buy
5,553
+2,806
+102% +$260K ﹤0.01% 279
2023
Q3 		$246K Buy
+2,747
New +$247K ﹤0.01% 257
2018
Q3 		– Sell
-330,939
Closed -$21.6M – 206
2018
Q2 		$21.6M Buy
330,939
+2,799
+0.9% +$187K 0.41% 75
2018
Q1 		$21.2M Buy
328,140
+47,306
+17% +$3.5M 0.41% 75
2017
Q4 		$23.5M Sell
280,834
-481,338
-63% -$46M 0.47% 66
2017
Q3 		$88.3M Buy
762,172
+73,319
+11% +$8.86M 1.93% 9
2017
Q2 		$89.2M Buy
688,853
+38,440
+6% +$5.27M 2.06% 8
2017
Q1 		$92.9M Buy
650,413
+58,104
+10% +$8.41M 2.34% 4
2016
Q4 		$89.7M Buy
592,309
+39,178
+7% +$5.69M 2.93% 2
2016
Q3 		$78.5M Buy
553,131
+112,752
+26% +$16.8M 2.27% 4
2016
Q2 		$66.5M Sell
440,379
-15,560
-3% -$2.27M 2.1% 7
2016
Q1 		$69.5M Buy
455,939
+25,362
+6% +$3.58M 2.39% 5
2015
Q4 		$64.3M Sell
430,577
-16,751
-4% -$2.38M 2.54% 5
2015
Q3 		$54.1M Buy
447,328
+31,952
+8% +$3.92M 2.3% 5
2015
Q2 		$52.9M Buy
415,376
+5,655
+1% +$733K 2.25% 5
2015
Q1 		$48.7M Buy
409,721
+137,537
+51% +$16.4M 2.12% 5
2014
Q4 		$33M Buy
272,184
+31,426
+13% +$3.86M 1.55% 11
2014
Q3 		$29.6M Buy
240,758
+34,746
+17% +$4.33M 1.52% 13
2014
Q2 		$25.9M Buy
206,012
+26,132
+15% +$3.32M 1.51% 13
2014
Q1 		$22.3M Buy
179,880
+25,486
+17% +$3.15M 1.52% 14
2013
Q4 		$20.7M Sell
154,394
-3,471
-2% -$437K 1.56% 13
2013
Q3 		$18.4M Buy
157,865
+20,157
+15% +$2.31M 1.61% 11
2013
Q2 		$15.3M Buy
+137,708
New +$15.2M 1.59% 11

Other funds holding GE

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morningstar Investment Services's GE Position: Q4 2024 in Review

Morningstar Investment Services sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 4,818 shares — an estimated $893K sold.

Morningstar Investment Services first reported a position in GE in Q2 2013 and held it in 26 quarters. The position peaked at $92.9M in Q1 2017. 2,447 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Morningstar Investment Services reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,818 GE Aerospace shares in Q4 2024, an estimated $893K.
  • Morningstar Investment Services first reported a position in GE Aerospace in Q2 2013 and held it in 26 quarters.
  • Morningstar Investment Services's GE Aerospace position peaked at $92.9M in Q1 2017.
  • 2,447 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.