NFP
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Novak Financial Planning’s GE Aerospace GE Stock Holding History

Novak Financial Planning’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
Q2 		$177K Sell
2,643
-660
-20% -$44K 0.09% 121
2021
Q1 		$216K Sell
3,303
-167
-5% -$10.1K 0.12% 112
2020
Q4 		$187K Buy
+3,470
New +$155K 0.11% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak Financial Planning's GE Position: Q2 2021 in Review

Novak Financial Planning reduced its GE Aerospace (GE) stake by 20% in Q2 2021, selling an estimated $44K and leaving 2,643 shares worth $177K. The position accounts for 0.09% of the portfolio, ranked #121.

Novak Financial Planning first reported a position in GE in Q4 2020 and has held it in 3 quarters since. The position peaked at $216K in Q1 2021. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

  • Novak Financial Planning held 2,643 shares of GE Aerospace worth $177K as of Q2 2021.
  • Novak Financial Planning sold 660 GE Aerospace shares in Q2 2021, an estimated $44K.
  • GE Aerospace made up 0.09% of Novak Financial Planning's portfolio in Q2 2021, its #121 holding.
  • Novak Financial Planning first reported a position in GE Aerospace in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's GE Aerospace position peaked at $216K in Q1 2021.
  • 1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.