Prism Advisors’s GE Aerospace GE Stock Holding History

Prism 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
2023 Q3	–	Sell	-2,710	Closed	-$238K	–	60
2023 Q2	$238K	Hold	2,710	–	–	0.08%	47
2023 Q1	$207K	Buy	+2,710	New	+$181K	0.07%	48
2020 Q2	–	Sell	-62,933	Closed	-$2.49M	–	55
2020 Q1	$2.49M	Buy	62,933 +11,190	+22%	+$597K	1.61%	16
2019 Q4	$2.88M	Sell	51,743 -812	-2%	-$42K	1.46%	15
2019 Q3	$2.34M	Buy	52,555 +458	+0.9%	+$21.5K	1.31%	24
2019 Q2	$2.73M	Buy	52,097 +1,323	+3%	+$65.1K	1.55%	14
2019 Q1	$2.53M	Buy	50,774 +3,233	+7%	+$152K	1.45%	16
2018 Q4	$1.73M	Buy	47,541 +5,914	+14%	+$267K	1.1%	26
2018 Q3	$2.47M	Buy	41,627 +2,083	+5%	+$128K	1.44%	21
2018 Q2	$2.63M	Buy	39,544 +1,697	+4%	+$113K	1.4%	19
2018 Q1	$2.66M	Buy	+37,847	New	+$2.8M	1.5%	10

Other funds holding GE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Prism Advisors's GE Position: Q3 2023 in Review

Prism Advisors sold out of GE Aerospace (GE) in Q3 2023, closing a stake of 2,710 shares — an estimated $238K sold.

Prism Advisors first reported a position in GE in Q1 2018 and held it in 11 quarters. The position peaked at $2.88M in Q4 2019. 1,788 funds tracked by Wall St. Rank hold GE as of Q3 2023.

Prism Advisors reported no remaining GE Aerospace position as of Q3 2023 after selling out during the quarter.
Prism Advisors sold 2,710 GE Aerospace shares in Q3 2023, an estimated $238K.
Prism Advisors first reported a position in GE Aerospace in Q1 2018 and held it in 11 quarters.
Prism Advisors's GE Aerospace position peaked at $2.88M in Q4 2019.
1,788 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2023.

Based on Prism Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.