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
2020 Q1	–	Sell	-5,016	Closed	-$279K	–	129
2019 Q4	$279K	Hold	5,016	–	–	0.1%	105
2019 Q3	$224K	Hold	5,016	–	–	0.09%	112
2019 Q2	$263K	Hold	5,016	–	–	0.1%	104
2019 Q1	$250K	Sell	5,016 -2,287	-31%	-$108K	0.09%	102
2018 Q4	$265K	Hold	7,303	–	–	0.12%	98
2018 Q3	$395K	Hold	7,303	–	–	0.15%	87
2018 Q2	$476K	Hold	7,303	–	–	0.2%	74
2018 Q1	$471K	Buy	+7,303	New	+$541K	0.21%	78

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.