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Norris Financial Group’s GE Aerospace GE Stock Holding History

Norris 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
Q2 		– Sell
-2,568
Closed -$102K – 71
2020
Q1 		$102K Buy
2,568
+278
+12% +$14.8K 0.11% 57
2019
Q4 		$127K Buy
+2,290
New +$118K 0.12% 54

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norris Financial Group's GE Position: Q2 2020 in Review

Norris Financial Group sold out of GE Aerospace (GE) in Q2 2020, closing a stake of 2,568 shares — an estimated $102K sold.

Norris Financial Group first reported a position in GE in Q4 2019 and held it in 2 quarters. The position peaked at $127K in Q4 2019. 1,791 funds tracked by Wall St. Rank hold GE as of Q2 2020.

  • Norris Financial Group reported no remaining GE Aerospace position as of Q2 2020 after selling out during the quarter.
  • Norris Financial Group sold 2,568 GE Aerospace shares in Q2 2020, an estimated $102K.
  • Norris Financial Group first reported a position in GE Aerospace in Q4 2019 and held it in 2 quarters.
  • Norris Financial Group's GE Aerospace position peaked at $127K in Q4 2019.
  • 1,791 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2020.

Based on Norris Financial Group's 13F filing for Q2 2020, filed 2 Jun 2026.