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Schwarz Dygos Wheeler Investment Advisors’s GE Aerospace GE Stock Holding History

Schwarz Dygos Wheeler Investment 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
2022
Q2 		– Sell
-3,748
Closed -$214K – 135
2022
Q1 		$214K Hold
3,748
– – 0.07% 124
2021
Q4 		$221K Sell
3,748
-82
-2% -$5.15K 0.07% 122
2021
Q3 		$246K Sell
3,830
-15
-0.4% -$964 0.09% 116
2021
Q2 		$258K Sell
3,845
-333
-8% -$22.2K 0.09% 115
2021
Q1 		$273K Sell
4,178
-259
-6% -$15.7K 0.11% 103
2020
Q4 		$239K Buy
4,437
+1
+0% +$45 0.11% 98
2020
Q3 		$138K Sell
4,436
-131
-3% -$4.26K 0.08% 98
2020
Q2 		$153K Buy
4,567
+276
+6% +$9.31K 0.1% 89
2020
Q1 		$170K Buy
4,291
+161
+4% +$8.58K 0.14% 78
2019
Q4 		$230K Buy
4,130
+941
+30% +$48.6K 0.16% 78
2019
Q3 		$142K Sell
3,189
-201
-6% -$9.45K 0.11% 78
2019
Q2 		$177K Buy
3,390
+20
+0.6% +$985 0.15% 78
2019
Q1 		$168K Sell
3,370
-30
-0.9% -$1.41K 0.14% 74
2018
Q4 		$123K Buy
+3,400
New +$153K 0.13% 66

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's GE Position: Q2 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 3,748 shares — an estimated $214K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GE in Q4 2018 and held it in 14 quarters. The position peaked at $273K in Q1 2021. 1,470 funds tracked by Wall St. Rank hold GE as of Q2 2022.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 3,748 GE Aerospace shares in Q2 2022, an estimated $214K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in GE Aerospace in Q4 2018 and held it in 14 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's GE Aerospace position peaked at $273K in Q1 2021.
  • 1,470 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.