Pasadena Private Wealth’s GE Aerospace GE Stock Holding History

Pasadena Private Wealth’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
2022 Q1	–	Sell	-319	Closed	-$19K	–	112
2021 Q4	$19K	Sell	319 -201	-39%	-$12.6K	0.01%	110
2021 Q3	$33K	Buy	520 +199	+62%	+$12.8K	0.01%	88
2021 Q2	$22K	Hold	321	–	–	0.01%	86
2021 Q1	$21K	Hold	321	–	–	0.01%	83
2020 Q4	$17K	Hold	321	–	–	0.01%	76
2020 Q3	$10K	Hold	321	–	–	﹤0.01%	74
2020 Q2	$11K	Sell	321 -29	-8%	-$978	﹤0.01%	72
2020 Q1	$13K	Buy	350 +201	+135%	+$10.7K	0.01%	68
2019 Q4	$8K	Hold	149	–	–	﹤0.01%	62
2019 Q3	$7K	Buy	+149	New	+$7K	﹤0.01%	58
2019 Q1	–	Sell	-21	Closed	-$1K	–	49
2018 Q4	$1K	Buy	+21	New	+$948	﹤0.01%	33

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Pasadena Private Wealth's GE Position: Q1 2022 in Review

Pasadena Private Wealth sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 319 shares — an estimated $19K sold.

Pasadena Private Wealth first reported a position in GE in Q4 2018 and held it in 11 quarters. The position peaked at $33K in Q3 2021. 1,562 funds tracked by Wall St. Rank hold GE as of Q1 2022.

Pasadena Private Wealth reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
Pasadena Private Wealth sold 319 GE Aerospace shares in Q1 2022, an estimated $19K.
Pasadena Private Wealth first reported a position in GE Aerospace in Q4 2018 and held it in 11 quarters.
Pasadena Private Wealth's GE Aerospace position peaked at $33K in Q3 2021.
1,562 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on Pasadena Private Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.