Paradigm Financial Advisors’s GE Aerospace GE Stock Holding History

Paradigm Financial 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
2021 Q4	$3.88M	Buy	65,884 +435	+0.7%	+$27.3K	0.86%	32
2021 Q3	$4.2M	Sell	65,449 -1,607	-2%	-$103K	0.97%	30
2021 Q2	$4.5M	Sell	67,056 -176	-0.3%	-$11.7K	1%	30
2021 Q1	$4.4M	Buy	67,232 +7,686	+13%	+$466K	1.07%	26
2020 Q4	$3.21M	Buy	+59,546	New	+$2.67M	0.87%	32
2018 Q4	–	Sell	-6,411	Closed	-$289K	–	132
2018 Q3	$346K	Sell	6,411 -12,181	-66%	-$751K	0.14%	92
2018 Q2	$1.21M	Sell	18,592 -5,738	-24%	-$383K	0.52%	46
2018 Q1	$1.57M	Sell	24,330 -2,099	-8%	-$156K	0.69%	39
2017 Q4	$2.21M	Sell	26,429 -13,048	-33%	-$1.25M	1%	33
2017 Q3	$4.57M	Sell	39,477 -2,458	-6%	-$297K	2.21%	14
2017 Q2	$5.43M	Sell	41,935 -1,053	-2%	-$144K	2.75%	10
2017 Q1	$6.14M	Sell	42,988 -2,099	-5%	-$304K	3.15%	7
2016 Q4	$6.83M	Buy	45,087 +4,677	+12%	+$679K	3.73%	6
2016 Q3	$5.74M	Sell	40,410 -16,160	-29%	-$2.41M	3.44%	7
2016 Q2	$8.53M	Sell	56,570 -1,378	-2%	-$201K	5.17%	2
2016 Q1	$8.83M	Sell	57,948 -1,093	-2%	-$154K	3.43%	2
2015 Q4	$8.81M	Buy	59,041 +3,948	+7%	+$561K	5.53%	2
2015 Q3	$6.66M	Buy	55,093 +18,169	+49%	+$2.23M	4.39%	3
2015 Q2	$4.7M	Buy	36,924 +1,561	+4%	+$202K	3.54%	4
2015 Q1	$4.2M	Buy	35,363 +1,948	+6%	+$232K	3.25%	7
2014 Q4	$4.05M	Buy	33,415 +1,784	+6%	+$219K	3.29%	8
2014 Q3	$3.88M	Buy	31,631 +953	+3%	+$119K	3.31%	8
2014 Q2	$3.86M	Buy	30,678 +1,399	+5%	+$178K	3.3%	7
2014 Q1	$3.63M	Buy	29,279 +1,750	+6%	+$216K	3.34%	6
2013 Q4	$3.7M	Buy	+27,529	New	+$3.47M	3.63%	4

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Paradigm Financial Advisors's GE Position: Q4 2021 in Review

Paradigm Financial Advisors increased its GE Aerospace (GE) stake by 0.66% in Q4 2021, buying an estimated $27.3K and bringing the position to 65,884 shares worth $3.88M. The position accounts for 0.86% of the portfolio, ranked #32.

Paradigm Financial Advisors first reported a position in GE in Q4 2013 and has held it in 25 quarters since. The position peaked at $8.83M in Q1 2016. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Paradigm Financial Advisors held 65,884 shares of GE Aerospace worth $3.88M as of Q4 2021.
Paradigm Financial Advisors bought 435 GE Aerospace shares in Q4 2021, an estimated $27.3K.
GE Aerospace made up 0.86% of Paradigm Financial Advisors's portfolio in Q4 2021, its #32 holding.
Paradigm Financial Advisors first reported a position in GE Aerospace in Q4 2013 and has held it in 25 quarters since.
Paradigm Financial Advisors's GE Aerospace position peaked at $8.83M in Q1 2016.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.