Sargent Bickham Lagudis’s GE Aerospace GE Stock Holding History

Sargent Bickham Lagudis’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 Q4	$632K	Sell	12,110 -407	-3%	-$20K	0.05%	162
2022 Q3	$483K	Sell	12,517 -991	-7%	-$43.6K	0.04%	173
2022 Q2	$536K	Buy	13,508 +736	+6%	+$35.7K	0.05%	175
2022 Q1	$728K	Sell	12,772 -14	-0.1%	-$835	0.06%	156
2021 Q4	$753K	Sell	12,786 -19,130	-60%	-$1.2M	0.06%	147
2021 Q3	$2.05M	Sell	31,916 -75	-0.2%	-$4.82K	0.17%	102
2021 Q2	$2.15M	Buy	31,991 +18,669	+140%	+$1.25M	0.17%	99
2021 Q1	$872K	Buy	13,322 +36	+0.3%	+$2.18K	0.08%	124
2020 Q4	$715K	Buy	13,286 +2,081	+19%	+$93.2K	0.07%	131
2020 Q3	$348K	Sell	11,205 -261	-2%	-$8.48K	0.04%	170
2020 Q2	$390K	Sell	11,466 -80	-0.7%	-$2.7K	0.04%	151
2020 Q1	$457K	Buy	11,546 +1,329	+13%	+$70.9K	0.06%	149
2019 Q4	$568K	Buy	10,217 +120	+1%	+$6.2K	0.06%	136
2019 Q3	$450K	Sell	10,097 -176	-2%	-$8.27K	0.05%	139
2019 Q2	$538K	Sell	10,273 -341	-3%	-$16.8K	0.06%	137
2019 Q1	$528K	Sell	10,614 -1,870	-15%	-$88K	0.06%	146
2018 Q4	$453K	Sell	12,484 -552	-4%	-$24.9K	0.06%	143
2018 Q3	$705K	Buy	13,036 +325	+3%	+$20K	0.08%	131
2018 Q2	$829K	Sell	12,711 -259	-2%	-$17.3K	0.1%	121
2018 Q1	$838K	Sell	12,970 -1,963	-13%	-$145K	0.1%	120
2017 Q4	$1.25M	Sell	14,933 -2,828	-16%	-$270K	0.15%	112
2017 Q3	$2.06M	Buy	17,761 +710	+4%	+$85.8K	0.26%	89
2017 Q2	$2.21M	Sell	17,051 -540	-3%	-$74K	0.28%	80
2017 Q1	$2.51M	Buy	17,591 +568	+3%	+$82.2K	0.33%	75
2016 Q4	$2.58M	Sell	17,023 -63	-0.4%	-$9.15K	0.4%	69
2016 Q3	$2.42K	Buy	17,086 +734	+4%	+$110K	0.36%	75
2016 Q2	$2.47M	Buy	16,352 +1,032	+7%	+$151K	0.38%	77
2016 Q1	$2.33M	Buy	+15,320	New	+$2.16M	0.38%	73

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

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

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

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

Sargent Bickham Lagudis's GE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its GE Aerospace (GE) stake by 3.3% in Q4 2022, selling an estimated $20K and leaving 12,110 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #162.

Sargent Bickham Lagudis first reported a position in GE in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.58M in Q4 2016. 1,572 funds tracked by Wall St. Rank hold GE as of Q4 2022.

Sargent Bickham Lagudis held 12,110 shares of GE Aerospace worth $632K as of Q4 2022.
Sargent Bickham Lagudis sold 407 GE Aerospace shares in Q4 2022, an estimated $20K.
GE Aerospace made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #162 holding.
Sargent Bickham Lagudis first reported a position in GE Aerospace in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's GE Aerospace position peaked at $2.58M in Q4 2016.
1,572 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.